Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Delia is a registered investment advisor representative with Truist Advisory Services, Inc. Frank has been in the industry since 1998 and has experience working at several firms including Chase Investment Services Corp. and Park Avenue Securities LLC. Frank has licenses in 51 states and two states for investment advisory services. Frank specializes in Portfolio management for individuals and businesses, Financial planning services and publication of periodicals.
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.
Wrap fee product and financial profiling services using desktop software
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
03/13/2017 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
IL
06/17/2003 - 04/19/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
06/06/2002 - 06/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/28/1998 - 03/28/2002
GABELLI & COMPANY, INC. (RYE NY)
NY
03/29/1994 - 09/21/1995
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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