Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Passalaqua is a registered Investment Advisor Representative (IAR) with Curran Financial Partners, LLC. Frank has over 20 years of experience in the financial services industry and holds a Series 7, Series 63, Series 55, and Series 65 license. Frank also holds the Securities Industry Essentials (SIE) license. Previously, Frank worked at The Vertical Group, Buckman, Buckman & Reid, Inc., Seton Securities Group, Inc., Sterne, Agee & Leach, Inc., Sterne Agee Capital Markets, Inc., Oppenheimer & Co. Inc., Puglisi & Co., Gruntal & Co., L.L.C., and Rickel & Associates, Inc. Frank's experience includes working with individuals, high net worth individuals, and investment companies. Frank specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and investment companies. Frank's firm, Curran Financial Partners, LLC, is an investment advisor that specializes in providing financial planning and investment management services to individuals and investment companies. Curran Financial Partners, LLC, has a total of $472,730,420 in regulatory assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
SC
08/04/2021 - Present
Curran Financial Partners, LLC (DANIEL ISLAND SC)
NJ
08/28/2017 - 10/25/2017
THE VERTICAL GROUP (RED BANK NJ)
NJ
05/26/2011 - 08/30/2017
BUCKMAN, BUCKMAN & REID, INC. (SHREWSBURY NJ)
NJ
03/23/2010 - 05/26/2011
SETON SECURITIES GROUP, INC. (UNION BEACH NJ)
NJ
10/03/2006 - 03/05/2010
STERNE, AGEE & LEACH, INC. (EATONTOWN NJ)
AL
01/03/2005 - 10/03/2006
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
AL
01/03/2005 - 01/03/2005
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NY
05/12/2003 - 12/17/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/11/2002 - 04/02/2003
PUGLISI & CO. (NEW YORK NY)
NY
03/21/1997 - 10/31/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/29/1994 - 10/22/1996
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
IA
Issued 08/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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