Unclaimed
Mechel Kennedy Frost is an active investment advisor representative with &partners in Nashville, Tennessee. Mechel Frost has been working in the industry since February 28, 2000. Mechel Kennedy Frost holds the Series 7, 63, 65 and 66 licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) for many years. Mechel Frost also holds investment advisor registrations in several states.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
12/12/2021 - Present
&partners (NASHVILLE TN)
TN
04/08/2004 - 01/12/2011
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
GA
04/12/2002 - 05/12/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
01/28/1998 - 03/23/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 01/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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