Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Wilson Friedman is a financial advisor with Stonex Advisors Inc. Frank Wilson Friedman has been in the industry since December 17, 1995, and has offices in Lexington, VA and Birmingham, AL. Frank Wilson Friedman specializes in financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors. Frank Wilson Friedman is also an Investment Advisor Representative in Virginia. Prior to working with Stonex Advisors Inc., Frank Wilson Friedman was previously employed with Sterne, Agee & Leach, Inc. in Birmingham, AL, Anderson & Strudwick, Incorporated in Lexington, VA, Wachovia Securities, LLC in St. Louis, MO and First Union Brokerage Services, Inc. in Charlotte, NC.
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.
Financial consulting 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
VA
07/05/2016 - Present
Stonex Advisors Inc. (Lexington VA)
AL
12/09/2011 - 12/14/2011
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
VA
01/03/2005 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (LEXINGTON VA)
MO
10/01/2000 - 01/03/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/18/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Friedman is the right advisor for you? Invested Better is here to help.
