Franklin Karasick
CRD Number: 2379007Current Firm: United Planners' Financial Services Of America A Limited Partner
Franklin Karasick (CRD# 2379007) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Ventnor City, NJ and has over 30 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Jan 2000 - Current | 24 |
| Franklin Karasick - Independent Insurance | Marlton, NJ | Jan 2000 - Current | 24 |
| Frank Stuart Music / Main Street Entertainment | Ventnor, NJ | Jan 1977 - Current | 47 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
- NJ
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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