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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 Russell Burdick is a financial advisor with Ameriprise Financial Services, LLC, based in Sugar Land, TX. Frank has been in the financial services industry for over 30 years, holding registrations with the state of Texas since 1979. Frank holds several industry licenses including Series 7, Series 63, and Series 65, and has experience providing financial advice to individuals, families, businesses, and charitable organizations. Frank provides financial planning services, portfolio management, and asset allocation services to clients of Ameriprise Financial Services, LLC.
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.
Asset allocation services
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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TX
12/23/2009 - Present
Ameriprise Financial Services, LLC (SUGAR LAND TX)
TX
10/05/2009 - 05/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
09/21/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (HOUSTON TX)
TX
05/05/1995 - 09/27/2007
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
NJ
11/16/1993 - 06/13/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/18/1991 - 11/19/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/23/1990 - 07/16/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/15/1988 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/22/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
06/24/1982 - 01/01/1987
PAINEWEBBER INCORPORATED
NA
07/06/1981 - 06/29/1982
OPPENHEIMER & CO., INC.
IA
Issued 12/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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