Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Trisler is a registered representative with Guggenheim Funds Distributors, LLC, based in New York, NY. Frank has been in the industry since 2006, and previously held positions with UBS Financial Services Inc. and Guggenheim Distributors, LLC. Frank holds the Series 7, Series 24 and Series 66 licenses.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Index licensing fee
1
2
NY
03/03/2014 - Present
Guggenheim Funds Distributors, LLC (NEW YORK NY)
NY
07/09/2010 - 03/03/2014
GUGGENHEIM DISTRIBUTORS, LLC (NEW YORK NY)
NJ
03/03/2006 - 04/08/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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