Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Kirby is a financial advisor with over 20 years of experience in the industry. Frank has a wide range of experience and currently is a Vice President with United Planners' Financial Services of America a Limited Partner. Frank has been registered with the firm since 2011 and has offices in Phoenix, Arizona. Frank also has several other business affiliations that are not investment related. Frank holds the Series 6, 7, and 63 licenses as well as the SIE exam. Frank is a Certified Financial Planner (CFP) and specializes in a variety of areas. Frank is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
05/09/2011 - Present
United Planners' Financial Services OF America A Limited Partner (PHOENIX AZ)
CT
07/02/1999 - 09/28/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Kirby is the right advisor for you? Invested Better is here to help.
