Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Anderson is a financial advisor with Osaic Wealth, Inc. Frank has been in the industry for over 17 years and has experience with various firms. Frank holds both Series 6 and 63 licenses, as well as the SIE exam. Frank provides financial planning, portfolio management, and retirement planning services. Frank is registered to provide advisory services in Georgia, Florida, North Carolina, South Carolina, and Texas.
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.
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.
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GA
01/19/2024 - Present
Osaic Wealth, Inc. (AUGUSTA GA)
GA
05/10/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AUGUSTA GA)
GA
03/16/2015 - 05/10/2018
GWN SECURITIES INC. (Macon GA)
GA
01/25/2012 - 03/16/2015
PEAK BROKERAGE SERVICES, LLC (Macon GA)
GA
01/06/2009 - 12/31/2011
WOODSTOCK FINANCIAL GROUP, INC. (WARNER ROBINS GA)
GA
08/10/2006 - 12/31/2008
ING FINANCIAL PARTNERS, INC. (WARNER ROBINS GA)
CO
02/23/2006 - 07/05/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
Issued 08/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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