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Frank Nmn Mastrapasqua

Sequoia Financial Group, LLC

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About Frank Nmn Mastrapasqua

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.

Firm Information

Frank Mastrapasqua is currently registered with Sequoia Financial Group, LLC. Sequoia Financial Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $19,964,189,243 in regulatory assets under management. The firm has offices in AKRON, OH.
Sequoia Financial Group, LLC

3500 EMBASSY PARKWAY

AKRON, OH 44333

$19.96B

Assets Under Management

100

Total Clients

126

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Frank Mastrapasqua’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank Nmn Mastrapasqua.
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