Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Chiodi is a financial advisor at Osaic Wealth, Inc., a firm with a focus on individuals, high net worth individuals, corporations and businesses, pension and profit sharing plans, and charitable organizations. Frank has been in the industry since March 21, 1999, with experience at VOYA FINANCIAL ADVISORS, INC., WADDELL & REED, INC., and SIGNATOR INVESTORS, INC. Frank is licensed in multiple states and holds Series 6, 62, 63, and 65 licenses as well as the SIE exam. Frank Chiodi’s specializations include financial planning, portfolio management, and selection of other advisors.
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
NY
10/16/2023 - Present
Osaic Wealth, Inc. (SCARSDALE NY)
NY
08/07/2003 - 05/24/2021
VOYA FINANCIAL ADVISORS, INC. (SCARSDALE NY)
KS
07/13/2001 - 08/08/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
03/22/1999 - 07/19/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Chiodi is the right advisor for you? Invested Better is here to help.
