Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Maldonado is a registered investment advisor representative with Level Four Advisory Services, LLC. Frank has been in the industry since September 2015. Frank has a Series 7 and Series 66 license, as well as the Securities Industry Essentials Examination. Frank is registered in Arizona, Florida, Georgia, Nevada, New Mexico, Texas, Utah and Virginia. Frank previously worked at LPL Financial LLC, Lincoln Financial Advisors Corporation and Edward Jones.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
11/02/2018 - Present
Level Four Advisory Services (El Paso TX)
TX
10/26/2018 - 12/31/2020
LPL FINANCIAL LLC (EL PASO TX)
TX
12/18/2017 - 10/30/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (EL PASO TX)
TX
09/28/2015 - 12/19/2017
EDWARD JONES (EL PASO TX)
BOTH
Issued 10/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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