Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Kimmel is a financial advisor with over 39 years of experience in the financial services industry. Frank is currently registered with Ameriprise Financial Services, LLC and is located in Washington, PA. Prior to joining Ameriprise Financial Services, LLC, Frank held positions at Commonwealth Financial Network, Keogler, Morgan & Company, Inc., Penn Mutual Equity Services, Inc., and Janney Montgomery Scott Inc. Frank is a Chartered Financial Consultant and holds Series 7, Series 24, Series 63, and Series 65 licenses. Frank is also registered in 13 states. Frank specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and trusts/estates. Frank offers a variety of financial services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management 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.
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.
Asset allocation services
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
PA
07/31/2012 - Present
Ameriprise Financial Services, LLC (Washington PA)
PA
01/30/1997 - 08/01/2012
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
GA
03/02/1993 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
PA
01/27/1988 - 03/03/1993
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
04/09/1984 - 01/26/1988
JANNEY MONTGOMERY SCOTT INC.
NA
07/21/1983 - 03/27/1984
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 03/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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