Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Nudo is a financial advisor at Osaic Wealth, Inc. Frank has been in the financial services industry since 1988. Frank is a licensed investment advisor representative and has securities licenses Series 63, 66, and 7 and the SIE exam. Frank holds the designation as President of Opulent Minds LLC. Frank specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services to clients in the Lake Bluff area.
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.
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
IL
08/23/2024 - Present
Osaic Wealth, Inc. (LAKE BLUFF IL)
IL
04/28/2006 - 08/23/2024
TRIAD ADVISORS LLC (LAKE BLUFF IL)
MO
05/28/1996 - 05/04/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
12/14/1993 - 06/19/1996
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
06/22/1988 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
NA
03/22/1988 - 06/28/1988
BLUNT ELLIS & LOEWI INCORPORATED
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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