Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Jimenez is a financial advisor with Park Avenue Securities LLC, a company that specializes in financial planning and portfolio management for individuals, businesses, and investment companies. Frank has been in the industry for over 11 years and holds the Series 6, 7TO, 63, and 66 licenses. Frank is a registered investment advisor in California, Indiana, Nevada, Texas and Washington and is also a registered representative in the same states. Frank has worked for a number of companies, including New York Life Insurance Company, NYLife Securities LLC, Jimenez Financial Strategies and Insurance Solutions, Arbor Wealth Strategies & Insurance Solutions, Inc., Eagle Strategies LLC and Guardian Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
10/24/2024 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
BOTH
Issued 04/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Jimenez is the right advisor for you? Invested Better is here to help.
