Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Zakrocky is a financial advisor registered with the state of Illinois, specializing in financial planning. Frank is currently associated with Preferred Planning Associates, Inc. Frank has worked in the financial industry for over 30 years and holds several licenses including Series 6, 7, 24, 63, and 65. Frank also assists clients with estate and insurance planning.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
03/10/2014 - Present
Preferred Planning Associates, Inc. (OAK BROOK IL)
IL
03/16/2012 - 05/23/2012
GRADIENT SECURITIES, LLC (OAK BROOK IL)
IL
09/26/2006 - 01/27/2012
FORSYTH SECURITIES, INC. (OAK BROOK IL)
IL
07/25/1997 - 09/19/2006
THE INVESTMENT CENTER, INC. (OAKBROOK IL)
IN
05/01/1997 - 07/28/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
NJ
11/30/1988 - 01/20/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/30/1988 - 01/20/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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