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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 Anthony Fontanella is an Investment Advisor Representative associated with Fisher Investments. Frank has been in the industry since 1993 and has experience at several other firms including SunTrust Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., Bear, Stearns & Co. Inc. and Prudential Securities Incorporated. Frank has Series 63, Series 65, Series 7, Series 9, and Series 31 licenses and has a history of working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, insurance companies, corporations or other businesses, state or municipal government entities, and other investment advisors. Frank is currently registered to provide investment advisory services in Alabama, Georgia, and Texas. Frank's firm, Fisher Investments, has a long history of providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides financial planning services, and portfolio assessment services. The firm currently manages over $298 billion in assets for 360,000 clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
09/07/2023 - Present
Fisher Investments (MARIETTA GA)
GA
01/31/2011 - 05/06/2013
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/05/2009 - 02/01/2011
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
01/02/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ATLANTA GA)
GA
10/01/2000 - 01/07/2009
WACHOVIA SECURITIES, LLC (MARIETTA GA)
NC
07/17/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/10/1994 - 07/20/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/23/1993 - 02/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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