Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Violini is a financial advisor with Truist Advisory Services, Inc. based in West Chester, PA. Frank has been working in the industry since 1988. His experience includes working with various firms, including BB&T Securities, LLC, BB&T Investment Services, Inc., and Infinex Investments, Inc. Frank holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam certification. He is also a Certified Financial Planner. Frank provides a variety of financial planning and investment advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (WEST CHESTER PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
01/11/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PHILADELPHIA PA)
PA
08/22/2008 - 01/04/2016
INFINEX INVESTMENTS, INC. (MALVERN PA)
PA
12/09/2003 - 08/08/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
TN
03/20/2001 - 07/14/2003
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MO
12/11/2000 - 02/28/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
06/08/1994 - 08/21/2000
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
GA
04/25/1994 - 05/13/1994
PFS INVESTMENTS INC. (DULUTH GA)
MN
07/18/1991 - 05/29/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
11/02/1983 - 03/04/1989
PRUCO SECURITIES CORPORATION
IA
Issued 12/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Violini is the right advisor for you? Invested Better is here to help.
