Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Fredrick Frank is a financial advisor with over 18 years of experience in the financial services industry. Karl is a Certified Financial Planner™ professional and holds a variety of licenses and registrations, including Series 7, 24, 53, 63, and 65. Karl currently works with Geneos Wealth Management, Inc. and A & I Wealth Management. Karl's experience and qualifications allow Karl to provide a wide range of financial services to individuals, families, and businesses. Karl specializes in financial planning, portfolio management, and pension consulting. Karl is committed to helping clients achieve their financial goals.
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
CO
08/02/2021 - Present
Geneos Wealth Management, Inc. (LONE TREE CO)
AZ
04/26/2004 - 01/07/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 07/16/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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