Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Petrocelli is a financial advisor with over 14 years of experience in the financial services industry. Frank is registered with MML Investors Services, LLC, and has offices in Tarrytown, NY and Elmsford, NY. Frank previously worked at MSI Financial Services, Inc., Cetera Advisors LLC, and Wells Fargo Advisors, LLC. Frank is also a licensed insurance agent and specializes in helping individuals and families 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/10/2022 - Present
MML Investors Services, LLC (TARRYTOWN NY)
NY
08/28/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
09/16/2011 - 08/31/2015
CETERA ADVISORS LLC (WHITE PLAINS NY)
NY
09/15/2008 - 09/20/2011
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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