Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Dietz is a financial advisor with Edward Jones. Franklin has been in the financial industry since 1997. He holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Franklin specializes in retirement planning, college savings, and estate planning. He is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
OH
01/24/2007 - Present
Edward Jones (LAKEVIEW OH)
IL
10/30/1997 - 09/06/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
06/30/1997 - 10/10/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
06/30/1997 - 10/10/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/06/1984 - 03/15/1984
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 03/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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