Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Tomer is a financial professional with over 40 years of experience in the industry. Frank is currently registered with PFS Investments Inc. Frank holds the Series 6, Series 26, and Series 63 licenses and has been actively registered in 15 states. Frank specializes in providing portfolio management services 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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/29/1982 - Present
PFS Investments Inc. (ALTON IL)
BC
Issued 04/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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