Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Martin is a financial advisor with LPL Financial LLC in Michigan City, Indiana. Frank has been in the financial industry since 2004. Frank has a series 66, SIE and Series 7 license. Frank is also a Certified Financial Planner. In addition to LPL Financial LLC, Frank was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Frank has experience providing financial advice to individuals, corporations, and other businesses, as well as pension and profit-sharing plans.
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.
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.
Consulting and other non-discretionary advisory services
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
IN
03/23/2023 - Present
LPL Financial LLC (MICHIGAN CITY IN)
IL
04/15/2005 - 03/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NY
09/15/2004 - 04/18/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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