Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Devito is a registered representative with Wells Fargo Clearing Services, LLC. Frank has been in the financial industry since August 2002 and has been with Wells Fargo since August 2016. Frank is licensed in several states including Florida, California, Colorado, Georgia, Iowa, Maine, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, and Wyoming. Frank is also a registered investment advisor. Frank specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Frank has experience with Morgan Stanley and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional clients
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
FL
08/15/2016 - Present
Wells Fargo Clearing Services, LLC (BOYNTON BEACH FL)
FL
06/01/2009 - 08/17/2016
MORGAN STANLEY (Palm Beach Gardens FL)
FL
05/17/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
NJ
02/12/2003 - 05/17/2004
J. B. HANAUER & CO. (PARSIPPANY NJ)
FL
08/23/2002 - 02/13/2003
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 06/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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