Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Emery is a financial advisor who has been working in the industry since 1992. Currently, Frank is a registered representative of Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, IL. He has previously worked at firms such as Voya Financial Advisors, Inc. and Sagepoint Financial, Inc. Frank is registered in several states, including Texas and Virginia, and holds the Series 6, 62, 63 and 65 licenses. His specialties include financial planning, pension consulting, and portfolio management for businesses and individuals.
Spotsylvania, VA
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (Spotsylvania VA)
VA
04/08/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Spotsylvania VA)
VA
11/19/2014 - 04/12/2016
SAGEPOINT FINANCIAL, INC. (SPOTSYLVANIA VA)
VA
01/01/2004 - 11/21/2014
VOYA FINANCIAL ADVISORS, INC. (SPOTSYLVANIA VA)
IA
08/27/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
02/15/1994 - 09/02/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
10/29/1985 - 04/21/1987
MOUNT VERNON EQUITY SALES, INC.
IA
Issued 5/9/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 2/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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