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Frank M Calabrese

Nations Financial Group, Inc.

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About Frank M Calabrese

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.

Firm Information

Frank Calabrese is currently registered with Nations Financial Group, Inc.. Nations Financial Group, Inc. is a corporation formed in 1997 that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $3.4 billion in assets for a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has offices in Cedar Rapids, IA and is registered with the SEC and in 51 states.
Nations Financial Group, Inc.

3925 FOUNTAINS BLVD NE

CEDAR RAPIDS, IA 52411

$3.40B

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frank Calabrese’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank M Calabrese.
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