Unclaimed
Frank William Libardoni Jr. has been in the financial industry since 1980. He is currently registered with IBN Financial Services, Inc. and IBN Advisory Services, Inc., and previously worked at CETERA ADVISORS LLC, INVESTORS CAPITAL CORP., PRIME CAPITAL SERVICES, INC., SUNAMERICA SECURITIES, INC., SUN INVESTMENT SERVICES COMPANY, LINSCO/PRIVATE LEDGER CORP., LINSCO FINANCIAL GROUP, INC., MANEQUITY, INC. and SUN INVESTMENT SERVICES COMPANY. Frank specializes in financial planning, selection of other advisors, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
MA
01/06/2025 - Present
IBN Financial Services, Inc. (Salem MA)
MA
10/03/2016 - 10/15/2018
CETERA ADVISORS LLC (SALEM MA)
MA
05/19/2006 - 10/03/2016
INVESTORS CAPITAL CORP. (SALEM MA)
MA
02/17/1999 - 06/09/2006
PRIME CAPITAL SERVICES, INC. (SALEM MA)
AZ
12/07/1995 - 02/09/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
12/21/1990 - 11/27/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
SC
12/16/1989 - 12/24/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/01/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
MA
02/19/1986 - 12/16/1989
MANEQUITY, INC. (BOSTON MA)
NA
03/28/1980 - 02/28/1986
SUN INVESTMENT SERVICES COMPANY
IA
Issued 12/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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