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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank A Cafiso is an Investment Advisor Representative at Cetera Investment Advisers LLC, working in the Staten Island, NY and Red Bank, NJ offices. Frank has over 20 years of experience in the financial industry. Prior to joining Cetera Investment Advisers LLC, Frank was a Registered Representative at MetLife Securities Inc. and Metropolitan Life Insurance Company. Frank is licensed to provide investment advice in New Jersey and New York and holds Series 6, 7, 63, and 66 licenses. Frank's firm, Cetera Investment Advisers LLC, is a leading provider of financial planning and investment management services. Cetera Investment Advisers LLC has over 16,000 clients and $104 billion in assets under management. Frank specializes in providing financial planning, portfolio management, and insurance services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
03/21/2024 - Present
Cetera Investment Advisers LLC (STATEN ISLAND NY)
MA
09/25/2000 - 06/18/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/25/2000 - 06/18/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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