Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Salb is a financial advisor who has been in the industry since 2002. He has experience with several firms, including Northwestern Mutual Investment Services, LLC, American Century Investment Services Inc., and Lockton Investment Securities, LLC. Currently, Franklin works with United Capital Financial Advisors, LLC. Franklin holds the Series 6, 7, 63, and SIE licenses and is a Chartered Financial Analyst. He is registered in Kansas and Texas. Franklin is also an active member of the community, owning and managing real estate assets in Lawrence, Kansas. His expertise covers a variety of financial needs, including retirement planning, college savings, and wealth management.
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.
Sub-adviser for other investment advisers
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
TX
02/26/2024 - Present
United Capital Financial Advisors (Irving TX)
MO
06/02/2010 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
MO
04/17/2009 - 05/26/2010
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
WI
06/05/2002 - 08/18/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 08/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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