Unclaimed
Frank Cradduck is a financial advisor at U.S. Bancorp Investments, Inc. Frank has been in the industry since 2000 and holds a Series 7 and Series 66 license. He specializes in working with high-net-worth individuals and businesses, providing financial planning, portfolio management, and investment advisory services. In addition to his work at U.S. Bancorp Investments, Inc., Frank is also an owner of a single-family rental property.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
06/21/2012 - Present
U.s. Bancorp Investments, Inc. (Cincinnati OH)
KY
11/13/2003 - 06/21/2012
FIFTH THIRD SECURITIES, INC. (BELLEVUE KY)
RI
12/19/2002 - 06/02/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
07/10/2000 - 06/19/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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