Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Deluca is a financial professional with over 20 years of experience in the industry. Frank has a wide range of experience working with clients in various financial capacities. Frank currently holds registrations in 21 states and is registered with Osaic Institutions, Inc. and CUSO Financial Services, L.P., in addition to other previous firms. Frank is dedicated to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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NJ
03/21/2024 - Present
Osaic Institutions, Inc. (Somerset NJ)
NJ
07/01/2019 - 03/20/2024
CUSO FINANCIAL SERVICES, L.P. (BRIDGEWATER NJ)
NJ
05/15/2019 - 06/14/2019
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NJ
10/23/2009 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NJ
04/28/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SUMMIT NJ)
NJ
05/13/2005 - 04/17/2006
PNC INVESTMENTS (CEDAR GROVE NJ)
TN
07/09/1998 - 03/07/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
06/11/1996 - 01/03/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/11/1996 - 01/03/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/12/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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