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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Ralph Burkhardt is a financial advisor with over 20 years of experience in the industry. Frank is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. He previously worked with CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Frank has extensive experience in helping individuals, families, and businesses achieve their financial goals. Frank holds a Series 6, 7, 9, 10, 24, and 63 and 66 securities licenses, as well as the SIE exam. Frank is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/23/2023 - Present
Morgan Stanley (Melville NY)
NY
05/29/2007 - 03/13/2023
CITIGROUP GLOBAL MARKETS INC. (Uniondale NY)
NY
11/09/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (BROOKLYN NY)
BOTH
Issued 09/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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