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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 Summers is an investment advisor representative with Cetera Investment Advisers LLC. Frank has been in the financial services industry since 1999 and has experience with Edward Jones, MetLife Securities Inc., Metropolitan Life Insurance Company, and VeraVest Investments, Inc. Frank is licensed in Alabama, Florida, Massachusetts, New Jersey, North Carolina, South Carolina, Texas and is registered with FINRA. Frank specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Frank also provides advisory services for investment companies.
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.
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2
NC
01/12/2023 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
NC
06/21/2018 - 03/05/2020
EDWARD JONES (CHARLOTTE NC)
MA
02/27/2006 - 03/02/2009
METLIFE SECURITIES INC. (BOSTON MA)
MA
02/27/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOSTON MA)
MA
04/13/1999 - 02/09/2004
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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