Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Magri is a financial advisor with over 37 years of experience in the industry. Frank has a broad range of experience working for firms including MetLife Securities Inc., Chase Investment Services Corp. and M&T Securities, Inc. Frank currently is registered with LPL Financial LLC and provides services such as financial planning, portfolio management for individuals and businesses, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (FARMINGDALE NY)
NY
12/02/2005 - 06/09/2021
M&T SECURITIES, INC. (HAUPPAUGE NY)
IL
09/18/1996 - 11/29/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
12/20/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
MA
03/29/1988 - 12/02/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/29/1988 - 12/02/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
06/14/1985 - 12/24/1987
USLIFE EQUITY SALES CORP.
NA
07/26/1984 - 06/28/1985
HL SECURITIES, INC.
IA
Issued 10/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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