Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Locatell is an Investment Advisor Representative at Fiducient Advisors LLC, with a focus on financial planning and portfolio management for individuals and non-profit organizations. Frank has been in the industry for over 30 years, and has worked for several firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. Frank holds the Series 6, 7, 63, 65, and 26 licenses. Frank also holds the Certified Financial Planner designation.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
02/03/2021 - Present
Fiducient Advisors LLC (GOSHEN NY)
NY
08/03/2012 - 02/11/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NY
05/30/2008 - 07/30/2010
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CA
03/24/2000 - 11/07/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
10/24/1997 - 04/05/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
IN
03/28/1994 - 11/06/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
01/01/1993 - 03/26/1994
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MA
04/06/1992 - 10/22/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/06/1992 - 10/22/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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