Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Massa is a financial professional with over 29 years of experience in the financial services industry. Frank is a Registered Principal and has been associated with Equitable Advisors, LLC since September 1997. Frank has a strong track record of providing financial planning and investment management services to a diverse clientele. Frank has a comprehensive understanding of the financial markets and is committed to helping clients achieve their financial goals.
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
09/18/1997 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
09/13/2004 - 03/03/2006
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/10/2001 - 07/23/2003
PARAMOUNT PLANNERS, LLC (NEW YORK NY)
NY
09/18/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
10/23/1996 - 04/16/1997
TRADEWELL DISCOUNT INVESTING, LLC (SAN DIEGO CA)
NC
02/23/1995 - 07/26/1996
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
01/26/1993 - 01/12/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/26/1992 - 11/06/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1998
Series 4 - Registered Options Principal Examination
BC
Issued 11/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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