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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 Lavin is a financial advisor at Osaic Wealth, Inc. with over 37 years of experience in the industry. Frank is a Certified Financial Planner and Chartered Financial Consultant. Frank has been registered with Securities America Advisors and Securities America Inc. in the past. Frank specializes in providing financial advice for individuals, businesses, pension and profit-sharing plans, and charitable organizations. Frank has provided financial advice to a significant number of clients over the years. Frank is registered in 38 states and has offices located in both San Francisco, CA and Scottsdale, AZ.
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.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN FRANCISCO CA)
CA
11/03/2017 - 06/14/2024
SECURITIES AMERICA, INC. (SAN FRANCISCO CA)
CA
10/25/2010 - 11/07/2017
NATIONAL PLANNING CORPORATION (SAN FRANCISCO CA)
CA
07/15/1988 - 10/26/2010
AXA ADVISORS, LLC (SAN FRANCISCO CA)
NY
07/15/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
03/13/1987 - 04/19/1988
FIRST INVESTORS CORPORATION
BOTH
Issued 05/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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