Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Hajzer is a financial advisor with over 10 years of experience in the financial services industry. Frank is currently registered with Fidelity Personal and Workplace Advisors and is also registered in 53 states and the District of Columbia as a broker-dealer. Frank has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Scottrade, Inc., PNC Investments and Invest Financial Corporation. Frank specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Frank is committed to providing personalized and comprehensive financial advice to help individuals and families 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.
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.
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2
NJ
12/15/2023 - Present
Fidelity Personal AND Workplace Advisors (LAWRENCEVILLE NJ)
NY
10/31/2022 - 11/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/24/2019 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
01/29/2016 - 03/09/2018
SCOTTRADE, INC. (LANGHORNE PA)
NJ
04/24/2014 - 02/10/2015
PNC INVESTMENTS (CHERRY HILL NJ)
NJ
06/29/2012 - 02/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
03/16/2011 - 05/21/2012
INVEST FINANCIAL CORPORATION (AVENEL NJ)
PA
09/02/2010 - 01/31/2011
WADDELL & REED, INC. (YARDLEY PA)
BC
Issued 04/11/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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