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 Zocco is a financial advisor currently registered with Cetera Investment Advisers LLC. Frank Zocco has been working in the financial industry since June 1995. Frank Zocco provides financial planning services, as well as portfolio management for individuals and businesses. Frank Zocco is also a Certified Financial Planner.
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.
1
2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GLASTONBURY CT)
CT
02/20/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GLASTONBURY CT)
CT
05/04/2015 - 03/09/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (MIDDLETOWN CT)
CT
01/02/2009 - 05/15/2015
LPL FINANCIAL LLC (MIDDLETOWN CT)
CT
09/19/2005 - 12/31/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (NEWINGTON CT)
IN
09/19/2005 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
RI
10/27/2004 - 09/19/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
04/16/2004 - 10/12/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
08/17/2001 - 04/02/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
CT
05/09/1997 - 07/24/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
10/21/1998 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MN
04/27/1995 - 04/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/1995 - 04/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 5/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/1/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frank Zocco is the right advisor for you? Invested Better is here to help.
