Franklin Frederick Walter

Current Employers

Employment History

• 07/2010 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Independence, OH

Previous Registrations

• 2010-07-09 → 2019-10-04
  Legend Advisory, Llc
  Independence, OH
  Palm Beach Gardens, FL
  Independence, OH
• 2007-08-28 → 2010-07-26
  Msi Financial Services, Inc.
  Broadview Heights, OH
  Broadview Heights, OH

Other Businesses

ROBERT F. PROVANCE AGENCY POSITION: National and Carrier Product certified independent broker for those insurance carriers appointing the Robert F. Provance Agency as their local representative on a calendar-year basis. NATURE: Medicare Plans education and enrollmets, to include separate Dental, Vision, and International Travel Medical Insurance as needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 44 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2012 ADDRESS: 3595 Housel Craft Road, Bristolville OH 44402, United States DESCRIPTION: Register and certify for the National Health Insurance Plans training.Register and certify for the Individual Carriers Product training as appropriate for the new plan year.Identify those current enrollees probably needing plan changes for the new plan year.Set both educational and sales meetings with prospects to assist with their decisions.Educate prospects onhow the MedicarePrograms and Plans work for them.Enroll prospects in the appropriate plans best for their situations.Market toand follow-up with clients during the new year as their Medicare informational source.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-22

Other Names

• Skip Walter
• Franklin F. Walter
• Franklin "Skip" Walter