Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Collins is a financial advisor who has been working in the industry since 1980. Frank holds the Series 63, 65, 7, 9, 10, and 31 licenses. Frank currently works as a Registered Investment Advisor at Harmony Road Advisors, LLC. Frank's experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, David A. Noyes & Company, and Purshe Kaplan Sterling Investments. Frank offers financial planning, selection of other advisors, and portfolio management services to individuals. Frank is also a Certified Financial Planner.
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.
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.
1
2
PA
11/16/2020 - Present
Harmony Road Advisors (Elizabethtown PA)
IN
01/11/2019 - 08/23/2019
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
PA
07/28/2017 - 11/01/2017
PURSHE KAPLAN STERLING INVESTMENTS (Mechanicsburg PA)
PA
11/10/1993 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMPHILL PA)
NY
09/27/1991 - 11/29/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/19/1980 - 10/27/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Frank Collins is the right advisor for you? Invested Better is here to help.
