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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 Rogers Jones is a registered investment advisor representative with Eagle Strategies LLC, a firm with offices in New York, NY. Frank has been in the financial services industry for over 28 years. Frank is a Registered Representative with FINRA and a licensed Investment Advisor Representative in the state of Alabama. He has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Frank also provides financial planning services. Frank is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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2
AL
01/04/2018 - Present
Eagle Strategies LLC (HUNTSVILLE AL)
NJ
01/24/2017 - 08/01/2017
MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)
OH
04/22/2016 - 11/07/2016
PARK AVENUE SECURITIES LLC (COLUMBUS OH)
OH
11/25/2014 - 02/11/2016
AXA ADVISORS, LLC (COLUMBUS OH)
NJ
04/10/2014 - 12/09/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
PA
01/10/2000 - 01/31/2014
NYLIFE SECURITIES LLC (HARRISBURG PA)
NJ
03/23/1993 - 05/18/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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