Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Legan is a financial advisor with over 20 years of experience in the financial services industry. Frank currently works for Seia, a firm that provides financial advisory services to individual investors, high-net-worth individuals, corporations, and other businesses. Prior to joining Seia, Frank was a financial advisor at Cadaret, Grant & Co., Inc. He has also held positions at Securities America, Inc. and PNC Investments. Frank is a Series 7, Series 31, and Series 66 licensed advisor. Frank's specializations include financial planning, portfolio management, investment advisory services, and insurance sales.
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.
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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CA
06/20/2024 - Present
Seia (LOS ANGELES CA)
OH
04/07/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
OH
04/09/2010 - 04/13/2021
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
OH
11/13/2009 - 04/12/2010
PNC INVESTMENTS (MAYFIELD HEIGHTS OH)
OH
10/12/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (MAYFIELD HEIGHTS OH)
NY
07/11/2000 - 10/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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