Unclaimed
Michael Scott Frank is a financial advisor with T. Rowe Price Associates, Inc. based in Millersville, MD. Michael has over 27 years of experience in the financial services industry. Michael has a strong understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Michael specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael is also a Registered Investment Advisor (RIA). Michael has a wide range of experience with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
1
2
MD
06/03/2022 - Present
T. Rowe Price Associates, Inc. (Millersville MD)
NY
07/07/2020 - 01/07/2022
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
KS
02/26/2009 - 05/18/2020
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/26/2009 - 05/18/2020
WADDELL & REED (OVERLAND PARK KS)
CT
09/18/2000 - 12/11/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NJ
05/27/1998 - 08/30/2000
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NY
12/02/1994 - 03/18/1998
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 06/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Frank is the right advisor for you? Invested Better is here to help.