Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Conte is a financial advisor with over 40 years of experience in the financial services industry. Frank is registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania and Florida. Frank also has a Series 7, Series 6, Series 63, and Series 65 license. Frank has a background in financial planning and investment management. Frank is a Chartered Financial Consultant (ChFC). Frank is affiliated with Conte Wealth Advisors, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/07/2009 - Present
Cambridge Investment Research Advisors, Inc. (CAMP HILL PA)
PA
01/20/2006 - 08/07/2009
MUTUAL SERVICE CORPORATION (CAMP HILL PA)
NJ
08/26/1982 - 01/23/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
04/21/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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