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Frank John Stettner

Valley National Advisers Inc.

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About Frank John Stettner

Frank John Stettner has over 30 years of experience in the financial industry. Frank is a registered representative and investment advisor representative with Valley National Advisers Inc., where he is based in Phillipsburg, NJ. He holds several industry licenses, including Series 7, 24, 27, 53, 63 and 99, as well as the SIE. He is also a Certified Financial Planner. Frank focuses on providing financial planning and portfolio management services to individuals, families, and businesses.

Firm Information

Frank Stettner is currently registered with Valley National Advisers Inc.. Valley National Advisers Inc. is a Pennsylvania-based registered investment adviser with approximately $1,301,950,845 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and other services. Valley National Advisers Inc. primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans.
Valley National Advisers Inc.

1655 VALLEY CENTER PARKWAY

BETHLEHEM, PA 18017

$1.30B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frank Stettner’s Registration & Firm History

NJ

03/18/1996 - Present

Valley National Advisers Inc. (PHILLIPSBURG NJ)

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Licenses & Designations

BC

Issued 10/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/26/1992

Series 24 - General Securities Principal Examination

BC

Issued 06/10/1992

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank John Stettner.
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