Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Libertino is a financial advisor with over 25 years of experience in the industry. Frank has a strong track record of success in providing investment advice to individuals and businesses. He is currently registered with Money Concepts Capital Corp., a firm that provides financial planning, portfolio management, and general consulting services. Frank is also registered with the state of New Mexico as an Investment Advisor Representative (IAR). Previously, Frank worked with several other firms including, Parker Financial Corp, Needham & Company, Inc, Bear, Stearns & Co., Inc., Gerard Klauer Mattison & Co., L.L.C, Cantor, Fitzgerald & Co., Inc., and L.F. Rothschild, Unterberg, Towbin, Inc. Frank is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
CT
09/25/2024 - Present
Money Concepts Capital Corp. (Wethersfield CT)
NY
07/15/1999 - 11/29/2000
PARKER FINANCIAL CORP. (VALLEY COTTAGE NY)
NY
09/18/1997 - 01/12/1998
NEEDHAM & COMPANY, INC. (NEW YORK NY)
NY
10/18/1995 - 11/21/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/09/1991 - 08/17/1995
GERARD KLAUER MATTISON & CO.,L.L.C. (NEW YORK NY)
NY
06/22/1989 - 12/12/1990
CANTOR, FITZGERALD & CO., INC. (NEW YORK NY)
NA
06/11/1986 - 10/30/1986
NEEDHAM & COMPANY, INC.
NA
09/21/1983 - 05/08/1986
L. F. ROTHSCHILD, UNTERBERG, TOWBIN, INC.
BOTH
Issued 06/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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