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 Navario is a financial advisor with over 40 years of experience. Frank is currently registered with LPL Financial LLC in Branford, Connecticut. Frank has previously worked with Lincoln Financial Securities Corporation, FFP Securities, Inc., Hornor, Townsend & Kent, Inc., Monarch Securities, Inc., New England Securities Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Frank holds Series 6TO, SIE, and Series 1 licenses. Frank specializes in providing financial planning and consulting services through Summit Planning Group LLC, an independent investment advisor firm.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
06/12/2024 - Present
LPL Financial LLC (BRANFORD CT)
CT
07/20/2000 - 06/13/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BRANFORD CT)
MO
01/14/1997 - 07/31/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
PA
02/05/1992 - 01/16/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
12/03/1986 - 01/31/1992
MONARCH SECURITIES, INC.
NY
09/27/1982 - 11/22/1988
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
10/03/1974 - 10/28/1982
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
10/03/1974 - 10/28/1982
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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