Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Palmasani is a financial advisor who has been working in the industry since 1987. He is currently registered with Lincoln Investment and has been with the firm since 2010. Frank is licensed to provide investment advice in Illinois, Florida, Minnesota, and Wisconsin. He has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension plans. Frank holds a Series 6, Series 63, and Series 65 license. He is a dedicated professional who is committed to helping his clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
08/02/2010 - Present
Lincoln Investment (JOLIET IL)
IL
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (NEW LENOX IL)
IL
09/26/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
MA
01/04/1999 - 09/25/2001
LONG GROVE TRADING CO. (BOSTON MA)
IL
05/20/1996 - 12/31/1998
IAC SECURITIES, INC. (TINLEY PARK IL)
MA
06/19/1991 - 05/14/1996
LONG GROVE TRADING CO. (BOSTON MA)
AZ
03/10/1987 - 05/23/1991
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
08/31/1987 - 11/30/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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