Tim Dennis Frank
2500+
Satisfied Clients
Why Work With Tim Dennis Frank
Empowering your business for the future
Are you ready to take control of your financial future? Look no further than Tim Dennis Frank, a highly experienced financial advisor and broker who can help you achieve your financial goals.
With Tim Dennis Frank's expert guidance, you can develop a comprehensive financial plan that takes into account your unique needs, goals, and aspirations. Whether you're looking to invest for retirement, plan for your children's education, or simply build a strong financial foundation for yourself and your family, Tim Dennis Frank can provide the personalized advice and support you need to succeed.
So why wait? Contact Tim Dennis Frank today and start building the financial future you deserve. With her extensive knowledge, experience, and commitment to client success, you can trust that you're in good hands. Don't delay – reach out now to take the first step towards a brighter financial future.
Benefits
Revolutionizing the way you think about growth
Working with Tim Dennis Frank can provide numerous benefits for individuals and businesses looking to manage their finances effectively. Here are some of the key benefits of working with Tim Dennis Frank:
Registration History
-
GWN SECURITIES INC. (CRD# 128929)
2009 - 2023 (13 years)
-
LATITUDE ADVISORS, LLC (CRD# 151001)
2010 - 2023 (13 years)
-
MEDALLION ADVISORY SERVICES, LLC (CRD# 113788)
2006 - 2009 (3 years)
-
MEDALLION INVESTMENT SERVICES,... (CRD# 45314)
2005 - 2009 (4 years)
-
LONG ISLAND FINANCIAL GROUP, INC. (CRD# 31148)
2004 - 2005 (1 year)
-
HOCHMAN & BAKER SECURITIES, INC. (CRD# 19949)
2000 - 2004 (3 years)
-
Examination(s)
State Securities Law Exam
Series 66 - Uniform Combined State Law Examination - Dec 27, 2005
Series 63 - Uniform Securities Agent State Law Examination - Feb 9, 1987
General Industry/Products Exam
SIE - Securities Industry Essentials Examination - Oct 1, 2018
Series 7 - General Securities Representative Examination - Dec 20, 1986
Principal/Supervisory Exam
Series 24 - General Securities Principal Examination - Apr 9, 2001
Our services at Tim Dennis Frank
01
Technical Operations Officer
Investment advice
Tim Dennis Frank helps her clients create investment portfolios tailored to their specific goals and risk tolerance.
02
Head Unicorn Wrangler
Retirement planning
Tim Dennis Frank helps her clients plan for retirement by creating a personalized retirement plan and providing ongoing advice to help clients reach their goals.
04
Telephone Support
Portfolio management
Tim Dennis Frank manage clients' investment portfolios on their behalf, making investment decisions based on the client's objectives and risk tolerance.
04
Telephone Support
Estate planning
Tim Dennis Frank help clients create an estate plan, including wills, trusts, and other documents to ensure that assets are distributed according to their wishes.
05
Telephone Support
Insurance planning
Tim Dennis Frank help clients assess their insurance needs and find the right policies to protect themselves and their assets.
06
Telephone Support
Research and analysis
Tim Dennis Frank provide research and analysis on various financial products and markets to help clients make informed investment decisions.
