Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Walter Reed is a financial professional with over 27 years of experience in the industry. Frank is currently registered with Oppenheimer & Co. Inc. and is located in AUSTIN, TX. Prior to joining Oppenheimer & Co. Inc., Frank worked at UBS FINANCIAL SERVICES INC. in San Antonio, TX. Frank is also a registered representative with FINRA and has passed the Series 63, Series 7, Series 52, Series 53 and SIE exams. Frank has experience in various financial sectors, including municipal securities and financial planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/15/2024 - Present
Oppenheimer & Co. Inc. (AUSTIN TX)
TX
10/03/2017 - 02/02/2024
UBS FINANCIAL SERVICES INC. (San Antonio TX)
TX
04/10/2014 - 09/29/2017
MORGAN STANLEY & CO. LLC (San Antonio TX)
IL
09/24/2009 - 03/31/2014
LOOP CAPITAL MARKETS LLC (CHICAGO IL)
TX
07/20/2007 - 09/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
02/12/2003 - 06/29/2007
J.P. MORGAN SECURITIES INC. (SAN ANTONIO TX)
NY
02/15/2001 - 01/22/2003
SAMUEL A RAMIREZ & CO., INC. (NEW YORK NY)
TX
08/19/1994 - 10/27/2000
ESTRADA HINOJOSA & COMPANY, INC. (DALLAS TX)
BC
Issued 02/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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