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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Mcnair Sims is a financial advisor with over 30 years of experience in the financial services industry. Frank has been registered with Ameriprise Financial Services, LLC since 2018. Prior to that, Frank was affiliated with Stiefel, Nicolaus & Company, Incorporated. Frank holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Frank's areas of specialization include portfolio management for individuals and businesses, financial planning, pension consulting, asset allocation services, and educational seminars. Frank has a strong track record of helping clients reach their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/30/2018 - Present
Ameriprise Financial Services, LLC (Ann Arbor MI)
MI
01/20/2006 - 12/13/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ANN ARBOR MI)
WI
11/09/1998 - 02/06/2006
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
12/07/1995 - 11/02/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
MI
10/29/1987 - 10/12/1995
RONEY & CO. (DETROIT MI)
NA
06/13/1984 - 11/06/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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