Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Logan Frank is a financial advisor with Lincoln Investment, a firm based in Fort Washington, PA. Garrett is licensed and registered in several states including Florida, Ohio, Oregon, and Pennsylvania. Garrett's current position with Lincoln Investment began in August of 2017. Garrett has been in the financial industry since March 2013. Garrett is also an agent for several insurance companies including NSS Life Insurance, First Catholic Slovak Union, and Guardian Life Insurance. Garrett offers a variety of services to individuals and businesses including financial planning, portfolio management, and selection of other advisors. Garrett is committed to helping clients achieve their financial goals and offers services including, but not limited to, retirement planning, college savings planning, and estate planning.
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.
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.
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2
OH
08/15/2017 - Present
Lincoln Investment (Poland OH)
OH
03/21/2013 - 08/09/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Poland OH)
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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