Unclaimed
Frank Detto is a financial professional with over 20 years of experience in the industry. Frank is currently registered with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management. Frank has held prior positions with UBS Services USA LLC and Harris Investor Services LLC. Frank holds a Series 66, Series 4, Series 24, Series 99TO and Series 7 licenses. Frank specializes in asset allocation advice, financial planning, pension consulting and portfolio management for individuals and businesses.
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.
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.
Asset allocation advice
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.
1
2
NY
09/15/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/25/2006 - 01/05/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
12/17/2003 - 08/01/2006
UBS SERVICES USA LLC (WEEHAWKEN NJ)
NJ
06/24/2002 - 11/26/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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