Unclaimed
Frank J Cifuni is a Registered Representative and Investment Advisor Representative with Money Concepts Capital Corp. Frank has been in the industry since February 3, 2004 and currently holds registrations in New York and New Jersey. Frank has passed the Series 66, Series 7, and SIE exams. Frank is also a President of LCG Tax Services, LLC. Frank specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and General Consulting Services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
NY
05/29/2021 - Present
Money Concepts Capital Corp. (New City NY)
BOTH
Issued 04/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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