Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Robert Frank is a financial professional who joined Bay Crest Partners, LLC in 2024. Samuel has been in the industry since August 2021, having previously worked at Credit Suisse Securities (USA) LLC. Samuel holds several licenses, including Series 3, 7, 57 and 63, in addition to the SIE. Samuel is currently registered to offer securities in New York.
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.
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.
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2
NY
02/20/2024 - Present
BAY Crest Partners, LLC (NEW YORK NY)
NY
08/10/2021 - 03/14/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 57TO - Securities Trader Exam
BC
Issued 08/21/2021
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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