Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Frederick Frank is a financial advisor with over 20 years of experience in the industry. Kristian is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has previously worked at CITIGROUP GLOBAL MARKETS INC. Kristian holds the Series 7, 63, and 65 licenses, and has a broad range of experience in securities and investment advisory. Kristian has expertise in providing investment advice for corporations, individuals, and retirement plans. Kristian specializes in portfolio management, financial planning, and pension consulting. Kristian is also a board member for the American Cancer Society and the Chambersburg Area Civitan Club.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
11/29/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHAMBERSBURG PA)
PA
09/21/2000 - 11/17/2006
CITIGROUP GLOBAL MARKETS INC. (CHAMBERSBURG PA)
IA
Issued 02/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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