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 Chrissotimos is a financial advisor with Wells Fargo Clearing Services, LLC. Frank has been in the financial services industry since April 10, 1993. He holds Series 7, Series 31, Series 63, Series 65, and SIE licenses. Frank is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Frank also holds a real estate license and is a 3% owner of Millmann Properties LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/16/2024 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
03/23/2001 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/05/1993 - 03/16/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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