Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Owings Smith is a financial advisor with over 30 years of experience in the industry. Frank currently works for Steward Partners Investment Advisory, LLC where he is a registered representative and investment advisor representative. Frank has previously worked for a number of firms including J.P. Morgan Securities LLC and Morgan Keegan & Company, Inc. Frank is licensed to provide investment advice in a number of states.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
GA
03/04/2024 - Present
Steward Partners Investment Advisory, LLC (Kennesaw GA)
GA
04/13/2012 - 03/02/2024
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
01/18/2008 - 04/13/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
06/27/2005 - 01/24/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/08/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NJ
02/21/1999 - 10/25/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/31/1993 - 03/02/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/11/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Smith is the right advisor for you? Invested Better is here to help.
