Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Dobnikar is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Frank has been working in the financial services industry since July 2003 and is licensed to provide advisory services in multiple states. Frank holds several industry certifications, including the Series 66, Series 63, Series 24, and Series 7 licenses. Frank's previous experience includes working with Multi-Financial Securities Corporation and MML Investors Services, Inc. In addition to working with Cambridge Investment Research Advisors, Inc. Frank also has an ownership interest in S&D Capital and S&D Capital Realty.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
12/16/2023 - Present
Cambridge Investment Research Advisors, Inc. (Oregon OH)
OH
08/15/2007 - 01/11/2010
MULTI-FINANCIAL SECURITIES CORPORATION (OREGON OH)
OH
07/23/2003 - 08/16/2007
MML INVESTORS SERVICES, INC. (OREGON OH)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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