Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank William Armitage is a financial advisor working with Tiaa-Cref Individual & Institutional Services, LLC. Frank has been in the financial industry since 2004 and holds licenses to offer investment advisory and broker-dealer services. Frank has worked with firms like Invest Financial Corporation, J.W. Cole Financial, Inc., Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation and Raymond James Financial Services, Inc. Frank is a registered representative in Florida and Georgia. Frank is also a registered Investment Advisor in Florida.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
FL
06/30/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Tampa FL)
FL
06/10/2011 - 06/27/2017
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
01/04/2010 - 05/27/2011
J.W. COLE FINANCIAL, INC. (TAMPA FL)
IN
07/10/2008 - 04/08/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/10/2008 - 04/08/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
FL
08/14/2002 - 10/15/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 11/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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