Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Abella is an Investment Advisor Representative associated with Investment Partners Asset Management. Frank has been in the financial services industry for over 25 years. Frank has a strong background in providing investment advice and consulting services to individuals, families, and institutions. Frank is also a licensed insurance agent. Frank is committed to providing his clients with personalized financial advice that meets their unique needs and 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.
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.
See schedule d - miscellaneous
1
2
VA
04/29/2003 - Present
Investment Partners Asset Management (Painter VA)
NJ
03/18/2004 - 06/01/2021
T.R. WINSTON & COMPANY, LLC (METUCHEN NJ)
NJ
07/12/1999 - 04/07/2004
INVESTMENT PARTNERS, INC. (PLAINFIELD NJ)
IA
Issued 04/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2024
Series 4 - Registered Options Principal Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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