Unclaimed
Frank Scicchitano is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Frank has been working in the financial services industry since 2001. Frank holds a Series 66, SIE, Series 31, and Series 7 licenses. Frank has previously worked at UBS Financial Services Inc, Wells Fargo Advisors, LLC, BANC of America Investment Services, Inc., and Morgan Stanley DW Inc. Frank's specializations include investment advisory services, financial planning, portfolio management for businesses, and portfolio management for individuals. Frank's firm manages approximately $154 billion in assets.
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.
1
2
MD
12/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
09/30/2010 - 12/23/2019
UBS FINANCIAL SERVICES INC. (ANNAPOLIS MD)
MD
09/29/2004 - 10/04/2010
WELLS FARGO ADVISORS, LLC (ANNAPOLIS MD)
MA
01/30/2004 - 09/20/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/30/2001 - 02/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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