Unclaimed
Frank J Luciano is a financial advisor with over 10 years of experience in the industry. Frank is currently registered with LPL Financial LLC and is licensed in Connecticut, Florida, New York and Texas. Frank has previously worked at Invest Financial Corporation, Royal Alliance Associates, Inc. and Cambridge Investment Research, Inc. Frank is also a Certified Public Accountant and has extensive experience in tax preparation and accounting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/31/2024 - Present
LPL Financial LLC (DELRAY BEACH FL)
NY
01/04/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (HARRISON NY)
NY
10/23/2014 - 01/06/2016
ROYAL ALLIANCE ASSOCIATES, INC. (HARRISON NY)
NY
09/01/2014 - 11/11/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (HARRISON NY)
BOTH
Issued 09/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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