Unclaimed
Frank Eugene Metrusky is a financial advisor with over 30 years of experience in the industry. Frank is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Connecticut, Florida, Massachusetts, Nevada, New Jersey, New York, and Pennsylvania. Frank is also a Certified Financial Planner™ professional.
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
CT
06/14/2024 - Present
Osaic Wealth, Inc. (STRATFORD CT)
CT
10/24/2017 - 06/14/2024
SECURITIES AMERICA, INC. (STRATFORD CT)
CT
03/31/2006 - 10/27/2017
NATIONAL PLANNING CORPORATION (STRATFORD CT)
CT
07/08/2000 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (STRATFORD CT)
NH
08/28/1997 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
PA
06/26/1996 - 09/04/1997
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
MO
05/20/1994 - 06/27/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 11/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Metrusky is the right advisor for you? Invested Better is here to help.