Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Grasso is a financial advisor with Equity Services, Inc. He is based in Hauppauge, New York and has been a registered representative since 1982. Frank specializes in financial planning, pension consulting, and portfolio management for individuals. Frank is a Certified Financial Planner and has Series 6, 7, 22, 24, 63, 65, and 66 licenses. He has previously worked with Cetera Advisor Networks LLC, North Ridge Securities Corp., Trusted Securities Advisors Corp., and MONY Securities Corporation.
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.
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
04/01/2022 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
02/01/2019 - 04/01/2022
CETERA ADVISOR NETWORKS LLC (MELVILLE NY)
NY
10/30/2003 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
07/11/2000 - 11/06/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
07/01/1991 - 10/23/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
02/01/1991 - 07/01/1991
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
03/27/1985 - 02/05/1991
DESCAP SECURITIES, INC. (NEW YORK NY)
NA
11/19/1987 - 02/11/1989
PML SECURITIES COMPANY
NA
12/13/1982 - 12/17/1984
MONY SECURITIES CORP.
BOTH
Issued 06/16/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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