Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Palumbo is a registered investment advisor with Partners Capital Services, Inc., based in Hauppauge, New York. Frank has been in the industry since 1993 and has a strong track record of success. Frank is a highly experienced advisor who specializes in providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and trusts. Frank is committed to helping his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
04/13/2021 - Present
Partners Capital Services, Inc. (HAUPPAUGE NY)
MA
10/20/2004 - 01/10/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/16/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
07/01/2000 - 02/21/2001
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NY
09/08/1998 - 07/01/2000
BLACKFORD SECURITIES CORP. (GARDEN CITY NY)
NY
11/12/1999 - 11/23/1999
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
11/23/1993 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
NA
06/10/1992 - 11/24/1993
SOUTH RICHMOND SECURITIES, INC.
BOTH
Issued 04/17/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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