Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Paul Barrella is a financial advisor with over 20 years of experience in the industry. Frank is currently registered with SPC and has been active in the industry since 1997. Frank previously worked at Summit Brokerage Services, Inc., Securian Financial Services, Inc., Signator Investors, Inc., H&R Block Financial Advisors, Inc., and PFS Investments Inc. Frank is registered in several states and is also licensed as an insurance agent. Frank offers a variety of financial planning services, including portfolio management, financial planning, pension consulting, and educational seminars.
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.
Consultation services
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.
Seminar attendance fees
1
2
FL
04/22/2022 - Present
SPC (Jupiter FL)
FL
11/15/2010 - 08/05/2016
SUMMIT BROKERAGE SERVICES, INC. (JUPITER FL)
FL
12/26/2008 - 11/16/2010
SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
08/24/2004 - 11/26/2008
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
MI
08/02/2000 - 08/09/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NA
07/17/1989 - 08/20/1992
PFS INVESTMENTS INC.
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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