Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Mario Amelio is a financial advisor with LPL Financial LLC. Frank has been in the financial services industry since June 16, 1986. Frank is registered with the state of California and Texas. Frank is also registered with FINRA. Frank's previous employers include 1ST GLOBAL CAPITAL CORP., MONY SECURITIES CORPORATION, TRUSTED SECURITIES ADVISORS CORP., MORGAN STANLEY DW INC., SALOMON SMITH BARNEY INC., A. G. EDWARDS & SONS, INC., and KIDDER, PEABODY & CO. INCORPORATED. Frank holds the Series 7, Series 63, and Series 65 licenses. Frank provides investment advisory services through Focus Investment Advisors, an independent investment advisor firm.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/19/2025 - Present
LPL Financial LLC (CARLSBAD CA)
CA
12/01/2004 - 06/03/2013
1ST GLOBAL CAPITAL CORP. (ENCINITAS CA)
NY
12/02/2003 - 12/03/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/12/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
01/13/2000 - 04/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/05/1994 - 11/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
06/05/1990 - 04/30/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/23/1986 - 06/15/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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