Frank KisselCRD Number: 5385294
Current Firm: Cuso Financial Services, LP
Frank Kissel (CRD# 5385294) is an Investment Advisor Representative working at Cuso Financial Services, LP in Durham, NC and has over 10 years of experience in the finance industry. Frank Kissel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Cuso Finanical Services||San Diego, CA||Dec 2014 - Current||3|
|Coastal Federal Credit Union||Durham, NC||Dec 2014 - Current||3|
|Metlife Securities Inc.||Raleigh, NC||Oct 2009 - Dec 2014||5|
|Axa Advisors, LLC||New York, NY||Jul 2007 - Oct 2009||2|
|Unemployed||Chapel Hill, NC||Feb 2007 - Jun 2007||< 1|
|Callaway Partners, LLC||Atlanta, GA||May 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management1,808MILLIONS
Total Number of Accounts9,438ACCOUNTS
Average Account Value$191,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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