Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Dyer is a registered Investment Advisor Representative with PKS Advisory Services, LLC. Frank has over 35 years of experience in the financial services industry. Frank's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Frank is dedicated to helping clients achieve their financial goals.
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.
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.
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2
NY
06/18/2021 - Present
PKS Advisory Services, LLC (ALBANY NY)
NY
12/06/2018 - 10/05/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLIFTON PARK NY)
NY
01/05/2017 - 08/24/2018
LPL FINANCIAL LLC (ALBANY NY)
NY
12/01/2008 - 11/15/2016
WELLS FARGO ADVISORS, LLC (JOHNSTOWN NY)
NY
02/09/2007 - 11/24/2008
UBS FINANCIAL SERVICES INC. (DEWITT NY)
NY
01/30/2004 - 02/09/2007
MCDONALD INVESTMENTS INC. (WILLIAMSVILLE NY)
MO
07/01/2003 - 02/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/23/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/30/1994 - 03/24/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/26/1988 - 07/11/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/20/1985 - 03/16/1988
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 11/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/04/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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