Unclaimed
Frank Edward Depaola is a financial advisor with over 38 years of experience in the industry. Frank has been working with Osaic Wealth, Inc. since June 14, 2024. Before that, Frank was registered with Securities America, Inc. for over 6 years. Frank has a strong track record of providing investment advice to a variety of clients, including individuals, families, businesses, and retirement plans. Frank is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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.
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
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (FAIRFIELD NJ)
NJ
12/11/2017 - 06/14/2024
SECURITIES AMERICA, INC. (FAIRFIELD NJ)
NJ
05/24/2017 - 12/21/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (POMPTON PLAINS NJ)
NJ
01/14/2002 - 01/18/2017
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
DE
10/06/1989 - 01/18/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
03/14/1986 - 03/29/1989
MONY SECURITIES CORP.
NA
06/04/1985 - 01/10/1986
CALVERT SECURITIES CORPORATION
NA
01/31/1985 - 06/12/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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