Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Jefferies Held is a financial advisor with Osaic Wealth, Inc. located in Davie, Florida. Frank has been in the financial industry since February 2, 1997, and holds multiple licenses and certifications, including Series 6, Series 26, Series 63, and SIE. Frank specializes in providing financial planning, pension consulting, and educational seminars to individual and business clients. Frank is also registered as an investment advisor representative and provides fee-based advisory 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.
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.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (DAVIE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (DAVIE FL)
FL
06/01/2006 - 07/17/2020
INVESTACORP, INC. (DAVIE FL)
TX
11/25/1998 - 06/06/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
FL
03/21/1998 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
GA
04/07/1997 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
MA
04/27/1994 - 09/15/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/27/1994 - 09/15/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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