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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 Svrcek is a registered investment advisor representative with Raymond James & Associates, Inc. based in Owosso, Michigan. Frank has been in the financial services industry since 2007, serving clients in various states. Frank's primary focus is on providing comprehensive financial planning and portfolio management services for individuals, corporations, and businesses. Frank's expertise includes a broad range of investment strategies and financial planning solutions, including retirement planning, college savings, estate planning, and insurance. He is committed to helping clients achieve their financial goals through a personalized approach. Frank is licensed to conduct business in several states and holds Series 7, 66 and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
09/24/2010 - Present
Raymond James & Associates, Inc. (OWOSSO MI)
BOTH
Issued 01/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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