Unclaimed
Frank Stuart Blackard is a financial advisor who has been in the industry since 1971. Frank is currently registered with Cetera Investment Advisers LLC in Florida and Texas. Frank has held previous registrations with several firms including Capital Guardian, LLC, Veritrust Financial, LLC, Multi-Financial Securities Corporation, Raymond James Financial Services, Inc., Walnut Street Securities, Inc., IFG Network Securities, Inc., Investors Asset Management, Inc., Manequity, Inc., and E.I. Sales, Inc.. Frank's certifications include the Series 7TO, SIE, and Series 1 exams. Frank also holds the Series 63 and Series 65 licenses. Frank has specialized in several areas including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (MAITLAND FL)
NC
07/18/2011 - 03/17/2015
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
TX
08/11/2009 - 07/15/2011
VERITRUST FINANCIAL, LLC (AUSTIN TX)
FL
11/16/2005 - 08/10/2009
MULTI-FINANCIAL SECURITIES CORPORATION (ALTAMONTE SPRINGS FL)
FL
03/25/1992 - 11/18/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
04/04/1991 - 03/24/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
10/26/1990 - 04/08/1991
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
08/14/1986 - 11/13/1990
INVESTORS ASSET MANAGEMENT, INC.
NA
03/01/1973 - 08/15/1986
MANEQUITY, INC.
NA
09/01/1971 - 04/20/1972
E.I. SALES, INC.
IA
Issued 7/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Blackard is the right advisor for you? Invested Better is here to help.