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 Sberna is a registered representative with Cuso Financial Services, LP, a firm that provides financial planning, portfolio management, and educational seminars to a wide range of clients. Frank has been in the industry since 2009 and has extensive experience working with individuals, families, and businesses. Frank is a highly qualified professional with Series 6, 7, 63 and 66 licenses. He holds a state license in California, Florida, Georgia, Illinois, Indiana, Kentucky, New Mexico, New York, Ohio, and Arizona. Frank’s expertise allows him to provide comprehensive financial advice and guidance to his clients.
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.
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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2
CA
02/05/2018 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
OH
03/04/2015 - 04/02/2015
CUSO FINANCIAL SERVICES, L.P. (GAHANNA OH)
OH
02/11/2005 - 12/20/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
10/13/2004 - 11/11/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
09/14/2001 - 10/13/2004
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
NY
02/23/2001 - 08/29/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IL
02/26/1999 - 07/12/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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