Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Natale is a financial advisor with over 20 years of experience in the industry. Currently, Frank works at J.p. Morgan Securities LLC where he has been since January 2020. Previously, Frank was a registered representative at TD Waterhouse Investor Services, Inc. Frank holds a variety of licenses including Series 63, 66, 4, 8, 7, 6TO and SIE. Frank is registered in Connecticut, New Jersey, and New York. Frank's firm, J.p. Morgan Securities LLC, is a large firm with over $50 billion in assets under management and more than 262,000 clients. J.p. Morgan Securities LLC offers a variety of financial services, including financial planning, pension consulting, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/01/2020 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
IL
11/13/2003 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NE
07/11/1996 - 09/29/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
12/07/1995 - 06/19/1996
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BC
Issued 01/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1998
Series 4 - Registered Options Principal Examination
BC
Issued 08/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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