Unclaimed
Frank Domenick Palmeri is a financial advisor who has been in the industry since 1999. Frank is currently registered with MML Investors Services, LLC in Garden City, New York. Frank has a Series 7 and Series 63 license, and is also a Chartered Financial Consultant. Frank has previously worked for AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and LADENBURG CAPITAL MANAGEMENT INC. Frank provides financial planning services 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (GARDEN CITY NY)
MN
07/08/2002 - 04/07/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/08/2002 - 04/07/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/14/1999 - 06/27/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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