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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Jacob Hegr is a financial advisor with Morgan Stanley. Frank holds a Series 7, 66 and 24 license. Frank has been a registered representative for 1 year and has experience in the financial services industry since 2017. Frank provides investment advice, financial planning and asset allocation services to individuals, businesses, insurance companies, investment companies, pension and profit sharing plans, charitable organizations and state or municipal government entities. Frank has previously worked for CAPITAL ONE INVESTING, LLC, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Banking, N.A., Prudential Capital Group and Capital One Advisors, LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
07/06/2018 - Present
Morgan Stanley (Houston TX)
TX
08/01/2017 - 05/08/2018
CAPITAL ONE INVESTING, LLC (Plano TX)
BOTH
Issued 09/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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