Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Jaffe is a financial advisor with Ameriprise Financial Services, LLC. Frank has been in the industry since 1989 and has a strong track record of providing financial guidance to individuals and families. Frank is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in multiple states. Frank has a wide range of experience, including asset allocation, financial planning, and portfolio management. Frank's commitment to his clients is evident in his dedication to providing personalized service and tailored solutions. Frank is a highly respected advisor who is passionate about helping clients 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.
Asset allocation services
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
NJ
06/15/2022 - Present
Ameriprise Financial Services, LLC (FAIRFIELD NJ)
NJ
05/27/2015 - 05/18/2016
PURSHE KAPLAN STERLING INVESTMENTS (Roseland NJ)
NJ
01/25/1994 - 06/02/2015
ROYAL ALLIANCE ASSOCIATES, INC. (ROSELAND NJ)
IN
04/28/1994 - 06/29/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
01/05/1989 - 01/24/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 02/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Jaffe is the right advisor for you? Invested Better is here to help.
