Unclaimed
Glenn Frank is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Glenn has been in the industry since 2004 and is registered in 20 states. Glenn offers investment advisory services to individuals and businesses. Glenn has worked in the industry since 2004, previously with Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., UBS Financial Services Inc., and Wachovia Securities, LLC. Glenn holds Series 7, Series 66 and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
07/17/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
06/17/2014 - 07/24/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)
GA
02/13/2013 - 06/25/2014
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
03/06/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
02/18/2005 - 03/17/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
MO
10/15/2004 - 02/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 01/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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