Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Russell Beard is a financial advisor with UBS Financial Services Inc. Franklin has been in the financial services industry since 1976. Franklin holds Series 7, 5, 63, and 65 licenses as well as the SIE exam. Franklin is registered to provide investment advisory services in Florida, Indiana, Maine, and Texas. Franklin has previous experience with DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, ALEX. BROWN & SONS INCORPORATED, and THOMSON MCKINNON SECURITIES INC. Franklin also manages several trusts.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
01/27/2015 - Present
UBS Financial Services Inc. (Jacksonville FL)
NY
01/13/2001 - 09/04/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
03/03/1977 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
04/20/1976 - 04/10/1977
THOMSON MCKINNON SECURITIES INC.
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1983
Series 5 - Interest Rate Options Examination
BC
Issued 09/06/1977
PC - AMEX Put and Call Exam
BC
Issued 04/10/1976
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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