Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Neil Boley is a financial advisor at D.a. Davidson & Co.. Franklin has been in the industry since 1998, and is licensed in 39 states. Franklin holds Series 7, 9, 10, 63 and 65 licenses. He also holds the SIE, and is a Certified Financial Planner and Chartered Financial Analyst. Franklin is a strong advocate for clients and has a reputation for providing individualized advice tailored to their needs. Franklin is committed to helping clients achieve their financial goals, and is a valuable resource for those seeking guidance in investment management, financial planning, and retirement planning. Franklin has served as a board member for several non-profit organizations, including St. Peter's Episcopal Church and All Saints Big Sky. Franklin's experience and commitment to client service make him a trusted advisor for 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
WY
07/20/2018 - Present
D.a. Davidson & Co. (SHERIDAN WY)
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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