Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Anthony Consalo is a financial professional with over 30 years of experience in the financial services industry. Frank Anthony Consalo has been with Citigroup Global Markets Inc. since 7/18/2012, and has held previous roles at PNC INVESTMENTS, RAYMOND JAMES FINANCIAL SERVICES, INC., WACHOVIA SECURITIES, LLC, FIRST UNION BROKERAGE SERVICES, INC., CITICORP INVESTMENT SERVICES, FINANCIAL HORIZONS SECURITIES CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEAN WITTER REYNOLDS INC., SHERWOOD CAPITAL, INC., and FIRST JERSEY SECURITIES, INC. Frank Anthony Consalo is registered with FINRA and holds the following licenses: Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, and Series 63. Frank Anthony Consalo's specializations include: financial planning, asset allocation advice, security ratings, portfolio management for individuals, and portfolio management for 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.
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.
Asset allocation advice
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.
1
2
FL
07/18/2012 - Present
Citigroup Global Markets Inc. (Fort Lauderdale FL)
PA
11/30/2010 - 05/24/2012
PNC INVESTMENTS (BERWYN PA)
PA
11/24/2008 - 10/29/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
10/01/2000 - 11/07/2008
WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)
NC
08/11/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/28/1989 - 05/08/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
08/28/1993 - 10/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
10/23/1989 - 12/04/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/13/1987 - 08/14/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/02/1987 - 09/28/1987
SHERWOOD CAPITAL, INC.
NA
04/25/1986 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 07/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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