Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank McKinney is an investment advisor representative who is registered with Cetera Investment Advisers LLC and has been in the industry since 2000. Frank has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Frank has previously been registered with Securities America, Inc., Hanson McClain, and TD Waterhouse Investor Services, Inc.
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.
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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2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
12/03/2008 - 11/10/2015
SECURITIES AMERICA, INC. (HOUSTON TX)
TX
01/02/2008 - 12/01/2008
HANSON MCCLAIN (HOUSTON TX)
TX
06/08/2006 - 12/31/2007
SECURITIES AMERICA, INC. (HOUSTON TX)
NE
07/01/2004 - 03/14/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
08/02/2002 - 06/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
06/20/2000 - 08/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/2000 - 08/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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