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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 Samuel Hennessey is a financial advisor currently registered with Ameritas Advisory Services, LLC. Frank has been in the financial services industry since 1989 and is registered with FINRA as well as state securities regulators in 26 states. His experience encompasses a broad range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Frank's professional designations include Series 7, 24, 63 and 65 securities licenses. In addition to Ameritas Advisory Services, Frank is also a 50% shareholder and agent for Premier Planning Group, an insurance agency.
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.
Solicitor fees
1
2
PA
11/01/2021 - Present
Ameritas Advisory Services, LLC (PHOENIXVILLE PA)
PA
02/21/1990 - 06/30/2006
CARILLON INVESTMENTS, INC. (PHOENIXVILLE PA)
OH
09/21/1988 - 10/12/1989
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 09/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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