Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank MacGowan is an investment advisor representative with Kestra Advisory Services, LLC. Frank has been in the financial services industry since February 7, 1993. Frank is registered with the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Michigan, Minnesota, North Dakota, Tennessee, Texas, and Wisconsin. Frank is a registered representative of Kestra Investment Services, LLC, and has been with the firm since February 1998. Frank's primary focus is on investment advisory services for individuals and businesses. Frank is also an owner and member of PFM Solutions, LLC, which provides back-office operations services.
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.
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
MN
04/21/2016 - Present
Kestra Advisory Services, LLC (Minnetonka MN)
MN
07/15/1994 - 02/26/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
02/08/1993 - 02/20/1996
G. R. PHELPS & CO., INC.
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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