Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Torey? Claim Your ProfileTorey Bernard Franklin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in FORT WORTH, TX. Torey has been a registered representative for over 15 years and holds Series 6, 7, 63, and 65 licenses. Torey has experience working with high-net-worth individuals, corporations, and other businesses. Torey also has experience in portfolio management and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
09/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
TX
01/06/2022 - 09/01/2022
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
09/01/2015 - 12/14/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
04/19/2011 - 04/29/2015
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/17/2007 - 03/14/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
11/07/2006 - 05/03/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WORTH TX)
IA
Issued 05/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Torey Franklin is the right advisor for you? Invested Better is here to help.
