Unclaimed
Micah Frankel is a financial advisor registered with SPC and has been in the financial services industry since June 1998. Micah holds Series 6, 7, 63, and 66 licenses as well as the SIE certification. Micah has worked for several firms over the years, including Intersecurities, Inc., Next Financial Group, Inc., and Royal Alliance Associates, Inc. Micah is currently registered with SPC in California and Texas and is also registered as an investment advisor in California, Texas, Nevada, New Jersey, Florida, and Oregon. Micah works with a variety of clients, including individuals, businesses, charities, and pension and profit-sharing plans. Micah provides financial planning, portfolio management, and consultation services.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
10/03/2022 - Present
SPC (ANN ARBOR MI)
CA
10/29/2002 - 05/07/2007
INTERSECURITIES, INC. (ANAHEIM CA)
TX
11/08/2001 - 10/28/2002
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
06/15/1998 - 11/09/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 01/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Micah Frankel is the right advisor for you? Invested Better is here to help.