Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Congemi is a financial advisor with over 35 years of experience in the industry. Frank is currently registered with Beam Wealth Advisors, Inc. and is licensed to provide investment advice in New York and Texas. Frank has extensive experience in a variety of financial services, including estate planning, financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors. Frank has also provided portfolio management for businesses and individuals. Frank’s previous experience includes roles at Securities America, Inc., LPL Financial LLC, Mutual Service Corporation, Royal Alliance Associates, Inc., and First Investors Corporation.
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.
Estate planning
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
NY
05/04/2018 - Present
Beam Wealth Advisors, Inc. (Rockaway Park NY)
FL
07/09/2015 - 04/01/2022
SECURITIES AMERICA, INC. (LIGHTHOUSE POINT FL)
NY
09/08/2009 - 07/21/2015
LPL FINANCIAL LLC (HOWARD BEACH NY)
NY
06/29/1995 - 09/08/2009
MUTUAL SERVICE CORPORATION (HOWARD BEACH NY)
AZ
11/30/1989 - 05/05/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
05/22/1986 - 11/10/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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