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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 Napolitano is an investment advisor representative with Eagle Strategies LLC. Frank is based in Pasadena, California. Frank has been in the securities industry for over 33 years. Frank has a Series 63 and Series 65 license, as well as a SIE and Series 6 license. Frank previously worked for Parkland Securities, LLC, Woodbury Financial Services, Inc., Washington Square Securities, Inc., United Securities Alliance, Inc., and PFS Investments Inc. Frank specializes in working with individuals, corporations or other businesses, charitable organizations, and high-net-worth individuals.
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.
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.
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CA
08/14/2024 - Present
Eagle Strategies LLC (PASADENA CA)
CA
02/01/2002 - 12/31/2022
PARKLAND SECURITIES, LLC (ALTADENA CA)
MN
07/10/2000 - 02/01/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
12/14/1999 - 08/25/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CO
06/27/1997 - 12/08/1999
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
01/07/1988 - 04/22/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 8/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/5/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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