Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Louis Petrocelli has been in the financial services industry since 1998. Frank is currently a registered representative with Equitable Advisors, LLC. Frank has held previous positions with Ameritas Investment Corp., MML Investors Services, LLC, Ameriprise Financial Services, Inc., IDS Life Insurance Company, Nathan & Lewis Securities, Inc., Foster Jeffries Securities, LLC, Continental Broker-Dealer Corp. and Royce Investment Group, Inc. Frank is licensed to sell securities in New York. Frank specializes in providing financial planning services to individuals and businesses. Frank offers a variety of financial planning services, including portfolio management, retirement planning, and college savings planning. Frank is committed to helping clients achieve their financial goals.
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
04/07/2023 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
09/19/2014 - 12/31/2021
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
NY
05/23/2013 - 09/19/2014
AMERITAS INVESTMENT CORP. (MELVILLE NY)
NY
10/04/2007 - 03/04/2013
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
10/15/1999 - 09/18/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
MN
10/15/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/10/1998 - 10/21/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
07/10/1997 - 02/11/1998
FOSTER JEFFRIES SECURITIES, LLC (WESTBURY NY)
NY
09/12/1994 - 08/29/1995
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
05/27/1994 - 07/25/1994
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Petrocelli is the right advisor for you? Invested Better is here to help.
