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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 Colucci is an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Frank has been in the financial industry since 2003 and has a strong track record of providing financial advice to individuals and families. Frank has experience in a variety of financial services areas, including portfolio management, financial planning, and retirement planning. Frank is committed to providing clients with personalized advice and guidance to help them reach their financial goals. Frank is a Series 7, Series 66 and SIE licensed representative. Frank has also held past roles with Morgan Stanley, Morgan Keegan & Company, Inc., and AMSOUTH INVESTMENT SERVICES, INC.
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.
1
2
FL
06/21/2024 - Present
Fidelity Personal AND Workplace Advisors (CLEARWATER FL)
FL
09/13/2011 - 05/14/2024
MORGAN STANLEY (Tampa FL)
FL
02/13/2007 - 09/14/2011
MORGAN KEEGAN & COMPANY, INC. (CLEARWATER FL)
FL
10/20/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CLEARWATER FL)
MN
05/26/2003 - 07/29/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/26/2003 - 07/29/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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