Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Michael Zuch is a registered investment advisor with Oppenheimer & Co. Inc. based in Dallas, Texas. Frank has been a registered representative since 1983 and has experience in the financial services industry for over 40 years. Frank has a strong track record of helping clients achieve their financial goals. Frank offers a range of investment advisory services to individuals, families, and businesses. Frank specializes in financial planning, portfolio management, and investment strategies for individuals, families, and businesses. Frank is also a registered investment adviser with Oppenheimer & Co. Inc. and provides investment advisory services in Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/17/2005 - Present
Oppenheimer & Co. Inc. (DALLAS TX)
NY
05/19/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/12/1999 - 05/26/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
01/28/1995 - 02/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/19/1983 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 08/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Frank Zuch is the right advisor for you? Invested Better is here to help.
