Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Eberhart is a financial advisor with IC Advisory Services, Inc., an independent registered investment advisor (RIA). He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 24, 63 and 65 licenses. Frank has been working in the industry since 1997. Eberhart has served as a financial advisor in a variety of roles, including being a financial advisor at the Investment Center, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He currently provides financial advice to a diverse range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. He specializes in financial planning, portfolio management, and pension consulting services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/02/2006 - Present
IC Advisory Services, Inc. (HACKETTSTOWN NJ)
NY
04/27/2001 - 03/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KY
11/10/1999 - 03/30/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
07/17/1997 - 11/01/1999
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
KS
01/10/1997 - 07/25/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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