Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank O. McDonnell is a financial advisor with over 12 years of experience in the financial services industry. Frank has been registered with Steward Partners Investment Advisory, LLC since April 2023 and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Frank has a strong track record of providing financial advice to individuals, families, and businesses. Frank is a Series 7, 10, 24, and 66 licensed professional. Frank is a board member of the Hopewell Valley Educational Foundation.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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NJ
04/21/2023 - Present
Steward Partners Investment Advisory, LLC (FLORHAM PARK NJ)
NJ
07/27/2016 - 04/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
07/27/2011 - 08/09/2016
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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