Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank John Pasquale is a financial advisor with over 15 years of experience in the financial services industry. Frank currently works with Kingswood Wealth Advisors, LLC, and has a wide range of experience in serving the needs of individual and institutional investors. Frank is registered to provide investment advice in a number of states, including New York, New Jersey, and California, among others. His focus is on providing financial planning, portfolio management, and other advisory services to help clients reach 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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly consulting
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.
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NY
06/20/2024 - Present
Kingswood Wealth Advisors, LLC (New York NY)
NY
02/23/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
NY
10/21/2016 - 02/21/2019
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NJ
12/15/2008 - 10/28/2016
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
NJ
08/14/2008 - 11/26/2008
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
NJ
08/23/2007 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (SADDLE BROOK NJ)
NJ
08/20/2007 - 08/24/2007
J.P. TURNER & COMPANY, L.L.C. (SADDLEBROOK NJ)
BOTH
Issued 06/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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