Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Rossetti is an investment advisor representative registered with Northeast Financial Consultants, Inc. Frank has been in the industry for over 20 years and has a strong track record of helping clients reach their financial goals. Frank has worked with several firms over the years, including UST Securities Corp., Chase Investment Services Corp., American Express Financial Advisors Inc., IDS Life Insurance Company, and UBS PaineWebber Inc. Frank holds the Series 7 and Series 66 securities licenses and is a Chartered Financial Analyst. Frank specializes in helping clients with their investment needs, including financial planning, portfolio management, and retirement planning. He focuses on serving the needs of high-net-worth individuals and their families, and he is committed to providing personalized attention to each of his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CT
07/06/2018 - Present
Northeast Financial (WESTPORT CT)
NY
06/06/2006 - 03/06/2008
UST SECURITIES CORP. (NEW YORK NY)
IL
07/31/2003 - 02/08/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
04/15/2003 - 06/05/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/2003 - 06/05/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/26/2002 - 03/19/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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