Unclaimed
Franklin Homberg is a financial advisor with Raymond James & Associates, Inc. Franklin has been in the financial services industry since 1991. Franklin provides financial planning, portfolio management and other financial services to individuals and businesses. Franklin is a Certified Financial Planner and holds Series 7, Series 24, Series 63 and Series 65 licenses. Franklin is registered with the state of Alabama and 19 other states. Previously, Franklin was with MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
02/13/2013 - Present
Raymond James & Associates, Inc. (BIRMINGHAM AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
12/20/1991 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 09/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Franklin Homberg is the right advisor for you? Invested Better is here to help.