Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Convertini is a registered investment advisor representative at Cetera Investment Advisers LLC. Frank has been in the financial services industry since 1997 and has a diverse background with experience in accounting and financial planning. Frank holds a Series 63, 66, 7, 22 and 39 licenses, and is registered with the states of California, Florida, Maine, New Jersey and New York. Frank is also a certified public accountant. Frank is a partner at Wetter&Convertini, CPA.LLC and also owns Frank J. Convertini, CPA PC. Frank specializes in portfolio management for individuals and businesses. He has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
1
2
NJ
10/28/2009 - Present
Cetera Investment Advisers LLC (HACKENSACK NJ)
NJ
01/10/2001 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NA
10/21/1985 - 06/13/1989
F. L. EQUITIES, INC.
BOTH
Issued 10/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/5/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/5/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Convertini is the right advisor for you? Invested Better is here to help.
