Unclaimed
Franklyn Clay Simmons is a registered investment advisor representative with Cetera Investment Advisers LLC, based in Atlanta, GA. Franklyn Simmons has been in the financial services industry since May 5, 2013 and has held previous roles at Foresters Financial Services, Inc. and AXA Advisors, LLC. Franklyn Simmons is licensed to provide investment advice in multiple states, including Georgia, Texas, Florida, Louisiana, New York, Rhode Island, and South Carolina.
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.
1
2
GA
02/26/2020 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
11/10/2014 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
NY
10/31/2003 - 05/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 8/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/7/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Franklyn Simmons is the right advisor for you? Invested Better is here to help.