Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Angelis is an investment professional with over 13 years of experience in the financial services industry. Frank is currently registered with Symetra Securities, Inc. and holds Series 6 and Series 63 licenses. Frank has previously held positions at LPL Financial LLC, Lincoln Financial Distributors, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Wachovia Securities, LLC. Frank's experience encompasses a wide range of financial services, including investment advisory services, securities brokerage, and insurance 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.
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.
1
2
WA
10/27/2020 - Present
Symetra Securities, Inc. (BELLEVUE WA)
CT
12/20/2017 - 07/10/2019
LPL FINANCIAL LLC (DANBURY CT)
CT
06/28/2011 - 12/21/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
NC
03/31/2006 - 07/07/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
11/17/2003 - 03/28/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 07/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Angelis is the right advisor for you? Invested Better is here to help.
