Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Kuiper is an investment advisor representative at Concorde Asset Management, LLC. Frank has been in the financial industry since 1988, offering both financial and insurance services. Frank holds Series 6, 7, 63, 65, 79, and 24 licenses and has earned the Chartered Financial Consultant designation. Frank is licensed to provide financial and investment services in several states, including Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Idaho, Illinois, North Carolina, Oregon, Rhode Island, Tennessee, Texas, Virginia, and Washington. Concorde Asset Management, LLC is an investment advisor headquartered in Livonia, MI, and has a branch office in San Diego, CA. The firm has a history of serving individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension plans. The firm offers a variety of investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Frank Kuiper provides a variety of financial and insurance services, and he can help you achieve your financial goals.
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.
Promoter fees from other advisors
1
2
CA
03/06/2019 - Present
Concorde Asset Management, LLC (San Diego CA)
CA
05/23/2011 - 07/31/2018
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
03/23/2009 - 12/31/2010
WFG INVESTMENTS, INC. (SAN DIEGO CA)
OR
01/13/2003 - 02/23/2007
SECURITIES AMERICA, INC. (LAKE OSWEGO OR)
MA
11/21/2001 - 01/16/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/2001 - 01/16/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
01/08/2001 - 11/19/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
02/01/1988 - 01/19/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/01/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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