Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank McDonnell is a financial advisor with Raymond James Financial Services Advisors, Inc. Frank McDonnell has been in the industry since 2001 and has experience with various financial products and services. Frank McDonnell is licensed to provide investment advice in 16 states, including Arizona, California, Florida, Georgia, Maine, Maryland, Missouri, Nevada, New York, North Carolina, Pennsylvania, South Carolina, Virginia, West Virginia, and the District of Columbia. Frank McDonnell holds the Series 66, Series 7, and SIE licenses. Frank McDonnell is also registered as an Investment Advisor Representative in the state of Virginia.
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
VA
10/09/2018 - Present
Raymond James Financial Services Advisors, Inc. (VIRGINIA BEACH VA)
VA
05/11/2001 - 10/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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