Unclaimed
Frank Preziuso is a financial advisor at Lincoln Investment and Capital Analysts. Frank has been in the financial industry since July 2005, and has been registered with the Securities and Exchange Commission (SEC) since April 2024. Frank is registered to provide investment advisory services in a number of states including Ohio, Texas, California, Colorado, Florida, Indiana, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Frank is a Certified Financial Planner and is able to provide a variety of services to individuals and businesses, including financial planning, portfolio management, and retirement planning.
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.
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
PA
05/01/2024 - Present
Lincoln Investment (Fort Washington PA)
OH
09/25/2008 - 05/20/2024
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
MO
04/20/1999 - 07/02/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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