Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Orlando is a financial advisor with over 19 years of experience in the industry. Frank is registered with LPL Financial LLC and provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and other non-discretionary advisory services to his clients. Frank has a Series 6, 7, 63, and 65 licenses and has been working with LPL Financial since December 2013. Frank was previously registered with Signator Investors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/18/2013 - Present
LPL Financial LLC (FURLONG PA)
PA
07/12/2013 - 12/20/2013
SIGNATOR INVESTORS, INC. (NEWTOWN PA)
PA
10/20/2011 - 07/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)
PA
10/25/2004 - 09/30/2011
SIGNATOR INVESTORS, INC. (YARDLEY PA)
IA
Issued 05/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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