Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Becherer is a financial advisor in Indianapolis, Indiana. He is currently registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since 1984. Frank is a Series 7 and Series 63 licensed representative and holds the SIE certification. He has previous experience at Sanctuary Securities, Inc. and Morgan Stanley Smith Barney, among others. Frank specializes in providing financial planning, portfolio management and investment consulting services to individuals, businesses, corporations and pensions and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IN
04/23/2020 - Present
Raymond James Financial Services Advisors, Inc. (Indianapolis IN)
IN
07/02/2009 - 04/23/2020
SANCTUARY SECURITIES, INC. (INDIANAPOLIS IN)
IN
06/01/2009 - 07/23/2009
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
10/05/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
09/25/1984 - 10/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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