Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin McElroy is an investment advisor representative associated with Kestra Advisory Services, LLC. Franklin is a highly experienced financial professional with over 30 years in the industry. He is also a registered representative with Kestra Investment Services, LLC. Franklin works in the Cornelius office of Kestra Advisory Services and holds licenses in multiple states. Franklin has the Series 7, 24, 63, and 65 licenses and the SIE exam. He is dedicated to providing individuals and families with comprehensive financial planning and investment advice.
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.
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2
NC
06/14/2016 - Present
Kestra Advisory Services, LLC (CORNELIUS NC)
NC
01/27/2010 - 04/17/2015
AMERITAS INVESTMENT CORP. (CORNELIUS NC)
NC
03/31/2000 - 02/10/2010
GUNNALLEN FINANCIAL, INC (CORNELIUS NC)
MN
04/10/1996 - 04/13/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
02/07/1994 - 05/03/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
06/19/1992 - 02/02/1994
F.N. WOLF & CO., INC.
IA
Issued 11/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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