Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Joseph Convertini is a financial advisor who has been in the industry since 1997. Frank is registered with Cetera Investment Advisers LLC and is currently located in HACKENSACK, NJ. Frank has a wide range of experience in the financial industry, including working with both Cetera Investment Advisers LLC and C. J. M. PLANNING CORP.. Frank has earned the Series 63, Series 66, Series 7, Series 22, and Series 39 licenses, and is also a Certified Public Accountant (CPA). Frank is a dedicated professional who is committed to providing his clients with the highest quality 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 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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