Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Colasuono is a financial advisor with Truist Advisory Services, Inc. Frank has been in the financial services industry for over 27 years. Frank has a Series 7 and Series 66 license as well as a SIE certification. Frank is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Frank is registered with the state of Florida, as well as numerous other states. In addition to his Series 7 and Series 66 license, Frank has also completed the Securities Industry Essentials Examination. Frank has worked for a variety of firms over the years including PNC Investments, J.P. Morgan Securities LLC, Chase Investment Services Corp., CUSO Financial Services, L.P., and Colonial Brokerage, Inc. Frank offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and wrap fee products.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
01/06/2017 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
04/08/2015 - 01/05/2016
PNC INVESTMENTS (ORLANDO FL)
FL
10/01/2012 - 04/08/2015
J.P. MORGAN SECURITIES LLC (LAKE MARY FL)
FL
06/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANFORD FL)
FL
02/01/2008 - 10/22/2008
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
FL
12/13/2005 - 02/14/2007
COLONIAL BROKERAGE, INC. (ORLANDO FL)
NY
01/21/2004 - 11/22/2004
AXA ADVISORS, LLC (NEW YORK NY)
CA
06/02/1999 - 01/15/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
03/31/1997 - 06/29/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/31/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/04/1989 - 05/14/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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