Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Frank is a financial advisor at Equitable Advisors, LLC with over 39 years of experience in the industry. James is licensed to provide investment advice in Pennsylvania and New Jersey. James specializes in financial planning, portfolio management, and providing advisory services to individuals, businesses, and retirement plans.
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.
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2
PA
08/20/2002 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
11/10/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
PA
04/01/1993 - 04/16/1998
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
PA
04/22/1985 - 03/26/1993
FIRST RADNOR EQUITIES, INC. (RADNOR PA)
NA
05/13/1981 - 03/25/1985
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1981
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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