Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Aloyius Donnelly is a financial professional with over 50 years of experience in the industry. Frank is currently registered with Equitable Advisors, LLC and has been with the firm since 2010. Previously, Frank was a registered representative with The Equitable Life Assurance Society of the United States from 1973 until 2000. Frank holds several licenses and certifications, including Series 7TO, Series 6TO, SIE, and Series 1. Frank is registered in 15 states, including Arizona, California, Delaware, Florida, Georgia, Kentucky, Maryland, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Frank specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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
NJ
10/20/1980 - Present
Equitable Advisors, LLC (CHERRY HILL NJ)
NY
07/06/1973 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities 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 07/02/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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