Frank J. Zakrocky
Professional summary
Frank Joseph Zakrocky, who also goes by Frank J Zakrocky, is a registered financial advisor currently at PREFERRED PLANNING ASSOCIATES, INC. located in Oak Brook, Illinois.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Frank has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank Joseph Zakrocky's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2014 - Present
PREFERRED PLANNING ASSOCIATES, INC.
Office #1: 700 Commerce Drive Suite 500, Oak Brook, IL 60523March 16, 2012 - May 23, 2012
GRADIENT SECURITIES, LLC
September 27, 2006 - January 27, 2012
OAKBRIDGE FINANCIAL SERVICES
September 26, 2006 - January 27, 2012
OAKBRIDGE FINANCIAL SERVICES
June 2, 2006 - September 21, 2006
IC ADVISORY SERVICES, INC.
June 18, 1999 - June 2, 2006
THE INVESTMENT CENTER, INC.
July 25, 1997 - September 19, 2006
THE INVESTMENT CENTER, INC.
May 1, 1997 - July 28, 1997
CONSECO EQUITY SALES, INC.
November 30, 1988 - January 20, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
November 30, 1988 - January 20, 1992
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2014)
Exams
Current Firm
PREFERRED PLANNING ASSOCIATES, INC.
CRD#: 169186 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
