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 Perella is a financial advisor registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Frank Perella is also a registered representative of FINRA and a registered investment advisor in Florida and Massachusetts. He is a financial advisor with over 25 years of experience in the financial services industry and has held prior positions with Woodbury Financial Services, Inc., SII Investments, Inc., Next Financial Group, Inc., Hornor, Townsend & Kent, Inc., Royal Alliance Associates, Inc., and The Investment Center, Inc.. Frank Perella holds a Series 6, 7, 26, 63, and 65 licenses. He is also a Chartered Financial Consultant. Frank Perella has a strong track record of providing financial advice to individuals, families, businesses, and non-profit organizations. He specializes in providing financial planning, investment management, retirement planning, and estate planning services.
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.
1
2
MA
01/19/2024 - Present
Osaic Wealth, Inc. (SAUGUS MA)
MA
01/02/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAUGUS MA)
MA
10/19/2010 - 12/31/2017
SII INVESTMENTS, INC. (DANVERS MA)
MA
01/12/2004 - 10/21/2010
NEXT FINANCIAL GROUP, INC. (SAUGUS MA)
PA
03/24/2003 - 01/12/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
AZ
03/26/1999 - 03/19/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
10/23/1997 - 03/26/1999
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
GA
07/15/1997 - 10/22/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Perella is the right advisor for you? Invested Better is here to help.
