Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank N Wilson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with a branch office in Greenville, South Carolina. Frank has been in the securities industry since September 1997. Before joining Merrill Lynch, Frank was registered with Wells Fargo Clearing Services, LLC and Wachovia Securities, LLC. Frank has licenses for Series 6, 7, 63 and 66. Frank has a history of working with corporations and other businesses, high net worth individuals, individuals other than high net worth, and pension and profit sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
SC
06/03/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENVILLE SC)
SC
09/06/2007 - 05/19/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
MO
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/04/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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