Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Galanti is a financial advisor with Stifel, Nicolaus & Company, Inc. Frank has over 13 years of experience in the financial services industry. Frank specializes in providing financial planning, portfolio management and pension consulting services to individuals and businesses. Frank is registered with the state of Tennessee. Frank also holds the Series 66, SIE, Series 86, Series 87 and Series 7 licenses. Frank holds the designation of Chartered Financial Analyst. Frank is also on the advisory board of the UTC SMILE fund, the student-run fund at the University of Tennessee Chattanooga.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
06/18/2020 - Present
Stifel, Nicolaus & Company, Inc. (CHATTANOOGA TN)
IL
01/26/2017 - 02/22/2017
DELOITTE CORPORATE FINANCE LLC (CHICAGO IL)
IL
07/23/2010 - 08/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/08/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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