Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Schweitzer is a registered Investment Advisor Representative with Syndicated Capital, Inc. in Diamond Bar, CA. Frank Schweitzer has been in the industry since February 28, 1984. Frank Schweitzer is also a licensed insurance broker selling disability, life, and major medical insurance products.
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.
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.
A percentage of the total value of assets under management is charged.
12b1; ntf mutal fund service fees
1
2
CA
03/01/2017 - Present
Syndicated Capital, Inc. (DIAMOND BAR CA)
CA
01/25/1984 - 04/01/2014
FIRST WILSHIRE SECURITIES, INC. (PASADENA CA)
BC
Issued 12/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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