Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Enrique Ventura is a registered Investment Advisor Representative with Eagle Strategies LLC. Frank has been in the industry since December 28, 2000. Frank is licensed to conduct business in New York. Frank has a broad range of experience, having worked with Park Avenue Securities LLC, Rosenblatt Securities Inc., and Penserra Securities, LLC. Frank specializes in a wide range of services including Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals, and Publication of Periodicals. Frank is also registered with the following firms: Park Avenue Securities LLC and Rosenblatt Securities Inc. Frank's current employer, Eagle Strategies LLC, manages over $20 billion in assets. Frank is also an active member of the Financial Industry Regulatory Authority (FINRA).
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.
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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2
NY
10/10/2022 - Present
Eagle Strategies LLC (White Plains NY)
NY
10/20/2021 - 09/20/2022
PARK AVENUE SECURITIES LLC (TARRYTOWN NY)
NY
11/21/2000 - 09/30/2021
ROSENBLATT SECURITIES INC. (NEW YORK NY)
CA
06/02/2008 - 06/29/2011
PENSERRA SECURITIES, LLC (ORINDA CA)
IA
Issued 4/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/27/2006
Series 4 - Registered Options Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/27/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 6/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 6/29/2001
Series 7A - Floor Broker Representative Exam
BC
Issued 4/12/2001
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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