Unclaimed
Frank Gidaro is a financial advisor with Charles Schwab & CO., Inc. Frank has been in the financial services industry since 1996 and has a strong background in both investment advising and brokerage services. He has held various roles throughout his career with firms such as Prudential Securities Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Frank has a broad range of experience and is well-versed in various financial instruments and strategies. He is registered in Arizona and California and holds licenses for both brokerage and advisory services. He is committed to providing personalized financial guidance to his clients, helping them achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
07/23/1997 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NY
04/29/1996 - 06/19/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
12/08/1995 - 03/18/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/08/1995 - 03/18/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/24/1986 - 10/22/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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