Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Lawrence Agron is an active investment advisor representative. Frank has been in the financial industry since August 14, 1972. Frank has a long history in the financial industry, having previously worked at Prudential Securities Incorporated, PaineWebber Incorporated, Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc and Rauscher Pierce Securities Corporation. Currently, Frank is registered with Wells Fargo Clearing Services, LLC. Frank is registered with the state of Kansas and is a resident of Texas. Frank provides advisory services to individuals and businesses. Frank's areas of expertise include portfolio management, financial planning and pension consulting. Frank also specializes in working with high-net-worth individuals, corporations, and institutions.
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.
Investment consulting services to institutional clients
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
KS
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (OVERLAND PARK KS)
NY
02/20/1990 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/09/1989 - 03/03/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/11/1988 - 03/01/1989
SHEARSON LEHMAN HUTTON INC.
NA
09/11/1973 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
08/15/1972 - 09/29/1973
RAUSCHER PIERCE SECURITIES CORPORATION
IA
Issued 06/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 10/31/1969
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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