Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Tucek is a financial advisor with over seven years of experience. Frank joined Rockefeller Financial LLC in 2021, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Frank holds the Series 6, 7, 63, 65, and SIE licenses. Frank specializes in providing financial planning and portfolio management for individuals, families, and businesses. Frank also provides pension consulting and selection of other advisors. Frank's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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
NJ
06/11/2021 - Present
Rockefeller Financial LLC (Paramus NJ)
NY
02/01/2019 - 06/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/2016 - 01/25/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
IA
Issued 12/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Tucek is the right advisor for you? Invested Better is here to help.
