Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Vandy is a financial advisor at Spire Wealth Management, LLC. Frank has been in the financial services industry since 2005 and holds the Series 6, 7, and 66 licenses. Frank has experience in providing financial planning, portfolio management, and insurance and retirement planning services. Frank’s previous experience includes working as a financial advisor at LPL Financial LLC and OneAmerica Securities, Inc. Frank has experience serving a variety of clients including high-net-worth individuals, corporations and businesses, and individuals other than high-net-worth. Frank is registered as an investment advisor representative with Spire Wealth Management, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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
IL
10/13/2021 - Present
Spire Wealth Management, LLC (Aurora IL)
IL
10/11/2011 - 08/20/2021
LPL FINANCIAL LLC (YORKVILLE IL)
IL
07/15/2005 - 10/19/2011
ONEAMERICA SECURITIES, INC. (YORKVILLE IL)
IL
08/07/2002 - 02/21/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 04/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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