Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Lawrence Washelesky is a registered Investment Advisor Representative with Orba Wealth Advisors, LLC. Frank has been in the industry since 1995 and has been with Orba Wealth Advisors, LLC since August 2018. Frank is licensed in Florida, Illinois, and Texas. Frank is a Personal Financial Specialist and is also the President of Next Plateau Consulting LLC, where he performs business valuations for closely held companies. Frank specializes in providing financial planning, selection of other advisors, and portfolio management for both businesses and individuals.
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.
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.
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IL
11/03/2023 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
Active
Inactive
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