Unclaimed
Frank David Ruscetti is an investment advisor representative with LPL Financial LLC and has been in the industry since September 1, 2004. Frank is registered in 38 states, as well as the District of Columbia, and has a wide range of experience in the financial services industry. Frank specializes in providing financial planning services, portfolio management, and consulting to individuals and businesses. Frank is also a licensed insurance agent and is able to offer a variety of insurance products to clients. Frank is committed to providing his clients with the highest level of service and personalized financial advice. Frank also has experience with Harvest Financial 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.
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
PA
03/23/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
09/02/2004 - 04/13/2023
HARVEST FINANCIAL CORPORATION (PITTSBURGH PA)
IA
Issued 04/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2010
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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