Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Clark is a financial advisor with over 25 years of experience in the financial services industry. Franklin is currently registered with Osaic Wealth, Inc. and holds a Series 7, Series 63, Series 65 and SIE licenses. Previously, Franklin was registered with Securities America, Inc. and Investcorp, Inc. Franklin's specializations include retirement planning, college savings, estate planning, insurance and tax planning. Franklin is committed to providing personalized financial advice to individuals and families.
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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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (SAFETY HARBOR FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SAFETY HARBOR FL)
FL
01/06/2003 - 07/17/2020
INVESTACORP, INC. (SAFETY HARBOR FL)
NY
02/07/2000 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/30/1998 - 02/11/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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