Unclaimed
Frank Anthony Gambardella is an investment advisor representative registered with Commonwealth Financial Network. Frank has over 20 years of experience in the financial services industry and is a Certified Financial Planner and a Chartered Financial Consultant. Frank has worked with several firms prior to Commonwealth Financial Network including LPL Financial LLC, State Farm VP Management Corp., Russell Financial Services, Inc., and UBS Financial Services Inc. Frank has a wide range of experience serving clients in various areas, including financial planning, portfolio management, and investment management. Frank is dedicated to providing his clients with personalized advice and guidance to help them 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
01/29/2020 - Present
Commonwealth Financial Network (Port Orchard WA)
WA
09/06/2016 - 02/05/2020
LPL FINANCIAL LLC (OLYMPIA WA)
IL
03/05/2013 - 09/08/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
WA
08/30/2010 - 10/31/2012
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
NJ
09/30/2002 - 08/24/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2007
Series 24 - General Securities Principal 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 08/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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