Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Lee Wilson is a financial advisor with Empower Advisory Group, LLC. Frank has been in the financial services industry since 2005 and has experience working with individual investors, high-net-worth individuals, corporations, and retirement plans. Frank is a Certified Financial Planner and Chartered Financial Consultant. Frank is registered to provide investment advice in 47 states and the District of Columbia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CO
08/23/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
01/12/2023 - 06/23/2023
MORGAN STANLEY (Temple Terrace FL)
FL
08/14/2019 - 06/23/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
03/26/2010 - 05/06/2019
MORGAN STANLEY (TAMPA FL)
FL
07/05/2007 - 03/16/2010
WELLS FARGO ADVISORS, LLC (ST. PETERSBURG FL)
FL
04/02/2007 - 05/17/2007
MORGAN STANLEY & CO., INCORPORATED (TAMPA FL)
FL
01/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
BOTH
Issued 02/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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