Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Bartolini is a financial professional with over 25 years of experience in the financial services industry. Frank has a broad range of experience in financial services, including experience with Tiaa-cref Individual & Institutional Services, LLC, PNC Investments, BANC of America Investment Services, Inc., Chevy Chase Financial Services, and F.N. Wolf & Co., Inc.. Frank holds multiple licenses and has successfully passed several securities exams, including the Series 63, Series 65, Series 66, Series 7, Series 4, Series 24 and Series 53 exams. Frank is currently registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed in multiple states. Frank is able to provide investment advice for individuals, high-net-worth individuals, corporations, and charitable organizations. Frank provides financial planning, selection of other advisors, and portfolio management services to clients.
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.
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.
Compensation from affiliates
1
2
MD
08/18/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Bethesda MD)
MD
10/12/2012 - 08/13/2014
PNC INVESTMENTS (ELLICOT CITY MD)
VA
03/12/2007 - 11/14/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
MD
10/27/1992 - 02/14/2006
CHEVY CHASE FINANCIAL SERVICES (ROCKVILLE MD)
NA
06/24/1991 - 05/19/1992
F.N. WOLF & CO., INC.
BOTH
Issued 12/19/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2007
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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