Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Ralph Mikalonis is a financial advisor at Principal Securities, Inc. Frank has been in the financial services industry for over 14 years. Frank has a wide range of experience and holds the Series 6, SIE, and Series 6TO licenses. Frank is registered in six states: District of Columbia, Maryland, North Carolina, Pennsylvania, South Carolina, and Virginia. Frank is also a registered representative with Principal Securities, Inc. and specializes in financial planning, pension consulting, and educational seminars. Frank specializes in working with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
02/20/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
MD
03/27/2008 - 07/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (COLUMBIA MD)
MD
04/30/2002 - 09/19/2007
PRINCOR FINANCIAL SERVICES CORPORATION (COLUMBIA MD)
CT
01/31/2000 - 04/11/2000
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
11/18/1996 - 02/09/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
04/27/1989 - 02/15/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/27/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 05/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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