Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank J. DeCandido is a financial advisor at Avantax Advisory Services. Frank has been in the financial services industry since 2006. Frank holds the Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Frank is registered to offer investment advice in Massachusetts, New Jersey, and New York. Frank is also a Certified Public Accountant. Frank's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans. Frank's practice focuses on financial planning, investment management, and retirement planning. Frank offers services in various areas, including financial planning, investment management, and retirement planning. Frank also provides tax preparation and accounting services through his separate firm, Frank J. DeCandido, CPA PLLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/10/2021 - Present
Avantax Advisory Services (STATEN ISLAND NY)
NY
06/05/2020 - 09/24/2020
MML INVESTORS SERVICES, LLC (STATEN ISLAND NY)
NY
03/25/2017 - 12/19/2018
MML INVESTORS SERVICES, LLC (STATEN ISLAND NY)
NY
09/14/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NJ
07/26/2006 - 09/14/2016
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
12/02/2004 - 08/23/2006
H.D. VEST INVESTMENT SERVICES (STATEN ISLAND NY)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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