Unclaimed
Frank Calabrese is an investment advisor representative with Nations Financial Group, Inc. Frank has over 39 years of experience in the industry and is registered with the state of Iowa and New Jersey. Frank is also registered with FINRA and the Securities Investor Protection Corporation (SIPC). Frank specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and institutions. Frank's previous employers include Wells Fargo Advisors Financial Network, LLC and Realta Equities, Inc. Frank is committed to providing his clients with personalized investment advice and guidance to help them 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.
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
NJ
09/03/2024 - Present
Nations Financial Group, Inc. (Fairfield NJ)
NJ
10/12/2018 - 09/04/2024
REALTA EQUITIES, INC. (Fairfield NJ)
NJ
07/30/2004 - 10/15/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FAIRFIELD NJ)
NY
03/17/1995 - 08/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/30/1985 - 03/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/21/1984 - 03/01/1985
GIBRALTAR SECURITIES CO.
BOTH
Issued 07/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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