Unclaimed
Michael Frantz is a registered representative with USA Financial Securities LLC. Michael has been in the financial services industry since February 16, 2007. Michael is registered in Michigan and Oregon as an investment advisor representative. USA Financial Securities LLC is an investment advisor with offices in ADA, MI. The firm manages approximately $268,691,644 in assets for 1,395 clients. USA Financial Securities LLC provides financial planning and portfolio management 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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
03/10/2017 - Present
USA Financial Securities LLC (ADA MI)
MI
04/01/2002 - 08/09/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (KENTWOOD MI)
AZ
08/02/2000 - 04/03/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 04/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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