Unclaimed
Frank Mastrapasqua is a Registered Investment Advisor (RIA) with Sequoia Financial Group, LLC and is licensed in Tennessee. Frank has over 30 years of experience in the financial services industry. He is also a General Partner in the 814 Church Street Partnership, a family real estate investment partnership. Frank is committed to providing his clients with personalized financial advice and guidance. Frank is a Series 7, 8, 16, 63, and 65 licensed individual.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
01/01/2025 - Present
Sequoia Financial Group, LLC (Nashville TN)
TN
02/16/1995 - 08/24/1995
TRANS FINANCIAL INVESTMENT SERVICES, INC. (NASHVILLE TN)
NY
10/21/1987 - 03/04/1993
J.C. BRADFORD & CO. (NEW YORK NY)
NA
04/23/1982 - 07/22/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1982
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
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