Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Fanelli is a financial advisor with over 20 years of experience in the industry. Frank is currently registered with Oneseven. Frank is also a partner in Blue Line Properties and Fanelli-Jackson Oroperties LLC, which manage residential properties. Frank has a strong background in portfolio management for both individuals and businesses. Frank specializes in providing financial planning, pension consulting, and educational seminars to clients.
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.
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.
Solicitors' fees for referrals to other money managers
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2
IL
05/01/2023 - Present
Oneseven (Oak Brook IL)
PA
11/29/2018 - 12/31/2022
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
IL
07/09/2012 - 12/06/2016
CETERA INVESTMENT SERVICES LLC (WHEELING IL)
IL
01/01/2010 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (LISLE IL)
IL
03/26/2007 - 12/31/2009
PFS INVESTMENTS INC. (MOUNT PROSPECT IL)
GA
02/28/2002 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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