Unclaimed
Frank William Van kirk, III is a financial advisor with Stratos Wealth Partners, Ltd. Frank has been in the industry since February 25, 2014. Frank is registered to provide securities and investment advisory services in 26 states, as well as with the state of Louisiana. Frank has a Series 7 and Series 63 license, as well as a Series 65. Frank has also passed the Securities Industry Essentials Examination. Frank William Van kirk, III works with individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and corporations or other businesses.
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.
Percentage of assets under management with third party managers
1
2
MS
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (GULFPORT MS)
MS
02/26/2014 - 06/18/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GULFPORT MS)
IA
Issued 04/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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