Unclaimed
Frank Van Sayers is a financial advisor with over 20 years of experience in the financial services industry. Frank is currently a Registered Representative with Fidelity Personal And Workplace Advisors, and is registered to provide investment advice in Illinois and Texas. Frank has a diverse background having previously worked with Wells Fargo Clearing Services, LLC, Cetera Financial Specialists LLC, ProTrader Trading, L.L.C., and ProTrader Securities Corporation.
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.
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.
1
2
TX
09/20/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IL
02/06/2018 - 06/01/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTCHESTER IL)
IL
05/15/2014 - 10/27/2017
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
TX
07/23/2001 - 08/08/2001
PROTRADER TRADING, L.L.C. (AUSTIN TX)
TX
10/18/2000 - 08/08/2001
PROTRADER SECURITIES CORPORATION (AUSTIN TX)
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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