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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Garman Fitzgerald is a financial advisor who has been working in the financial services industry since June 1986. Frank has a diverse professional background that includes experience with several prominent firms such as Dreyfus Financial Services Corporation, Fortus Investors, Inc., and CCO Investment Services Corp. Frank is currently registered with Commonwealth Financial Network and specializes in a range of investment services including financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Frank is also a registered investment advisor in Delaware and holds several securities licenses including Series 6, 7, 24, 63, and 65. Frank is dedicated to providing personalized financial advice and guidance to his clients and is committed to 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.
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.
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2
DE
01/06/2015 - Present
Commonwealth Financial Network (Dover DE)
DE
02/28/2012 - 01/06/2015
INVEST FINANCIAL CORPORATION (DOVER DE)
DE
06/21/2011 - 09/27/2011
INVEST FINANCIAL CORPORATION (WILMINGTON DE)
DE
05/08/2002 - 07/06/2011
CCO INVESTMENT SERVICES CORP. (LEWES DE)
PA
03/26/1996 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
04/25/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
MN
02/21/1995 - 04/01/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
11/23/1988 - 03/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/23/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MA
01/09/1986 - 11/09/1988
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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