Unclaimed
Frank Nargentino is a financial advisor with B. Riley Wealth Advisors, Inc. Frank has been in the industry since 1988 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Frank is registered with the state of New York and has a Series 65 license. Frank is also a Certified Financial Planner.
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
NY
06/23/2021 - Present
B. Riley Wealth Advisors, Inc. (PLAINVIEW NY)
NY
06/24/2015 - 07/22/2022
NATIONAL SECURITIES CORPORATION (PLAINVIEW NY)
NY
03/26/2010 - 06/25/2015
JHS CAPITAL ADVISORS, LLC (PLAINVIEW NY)
NY
07/15/2005 - 03/29/2010
GUNNALLEN FINANCIAL, INC (PLAINVIEW NY)
NY
08/14/1991 - 08/08/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
02/20/1991 - 08/08/1991
CASTLE SECURITIES CORP. (FREEPORT NY)
NY
03/01/1989 - 02/01/1991
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
10/19/1988 - 03/10/1989
INVESTORS CENTER, INC.
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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