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Frank Jefferies Held is a financial advisor professional located in Davie, FL. They specialize in financial advisory. With over 29 years of experience, they bring deep expertise to every client.
Frank Jefferies Held - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Frank Jefferies Held is a financial advisor with Osaic Wealth, Inc., based in Davie, Florida. With 29 years in the financial services industry, he brings extensive experience to client relationships. Held operates under FINRA CRD registration, which governs his practice in securities and investment advice. His long tenure reflects sustained engagement in the financial advisory field.
Frank Jefferies Held holds a FINRA CRD (Central Registration Depository) license, which is the regulatory credential required for financial professionals who handle securities and provide investment advice. This registration means Held is registered with the Financial Industry Regulatory Authority and subject to FINRA oversight and compliance standards. FINRA CRD licensure signals that he meets baseline qualifications for securities operations and is monitored for regulatory compliance throughout his practice.