Unclaimed
Frank Minard is a financial advisor at XT Capital Partners, LLC, a firm located in Westport, CT. Frank holds multiple licenses and certifications, including Series 63, 65, and 24. Frank is a registered representative with the state of Connecticut.
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.
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.
1
2
CT
01/30/2006 - Present
XT Capital Partners, LLC (WESTPORT CT)
BC
Issued 05/16/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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