Unclaimed
Frank Parker Durand is a financial advisor with over 30 years of experience in the industry. Frank is a Certified Financial Planner™ professional and is registered with Wells Fargo Advisors Financial Network, LLC, in Florida, North Carolina, and Texas. Frank specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Frank has also worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Investment consulting services to institutional clients
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
FL
12/10/2009 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (FORT MYERS FL)
FL
10/14/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FORT MYERS FL)
NJ
03/09/1990 - 10/26/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/26/1986 - 03/21/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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