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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 Adolfo Zimbaro is a financial advisor with Osaic Wealth, Inc. Frank has been in the industry since April 26, 2002, and holds a Series 7, Series 63, and Series 65 license. Frank is registered to provide financial advice in California, Connecticut, Florida, New Jersey, New Mexico, New York, Pennsylvania, Texas, and Virginia. Frank specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, 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.
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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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
01/27/2009 - 12/03/2014
NEXT FINANCIAL GROUP, INC. (NEW YORK NY)
NY
11/12/2004 - 01/26/2009
COMMONWEALTH FINANCIAL NETWORK (MAHOPAC NY)
TX
06/09/2003 - 04/22/2004
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MN
07/20/2000 - 03/22/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/20/2000 - 03/22/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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