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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Marzano is a financial advisor at Wealthspire Advisors and has over 20 years of experience in the financial services industry. Frank has worked with a wide range of clients, including individuals, families, businesses, and charitable organizations. Frank is a Certified Financial Planner and holds the Series 7, Series 24, and Series 63 licenses. Frank is also a member of the LIV Golf League, where he serves as a team principal for Hy Flyers GC. Frank is dedicated to providing personalized financial advice and helping 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.
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.
Wrap fee
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NY
09/02/2021 - Present
Wealthspire Advisors (MELVILLE NY)
TN
05/06/2010 - 12/31/2011
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NY
04/16/2004 - 05/05/2010
MULTI-FINANCIAL SECURITIES CORPORATION (PORT WASHINGTON NY)
MN
08/11/2000 - 03/31/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/11/2000 - 03/31/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/30/1999 - 07/28/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
04/23/1998 - 11/10/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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