Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Teodosio is a financial professional with over 30 years of experience in the industry. Frank is currently registered with Lincoln Investment and Capital Analysts, and has held previous roles at Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. Frank is a licensed investment advisor representative and holds several securities licenses, including Series 7, 9, 10, 24, 31, 63, and 65, as well as the SIE exam. Frank specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
12/04/2023 - Present
Lincoln Investment (North Palm Beach FL)
FL
04/01/2019 - 10/10/2023
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
10/05/2009 - 04/03/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
08/30/1993 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (PALM BEACH GARDENS FL)
IA
Issued 09/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/30/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/27/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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