Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Loscalzo is a financial advisor with Park Avenue Securities LLC. Frank is a registered representative in 13 states and a registered investment advisor in 13 states. Frank has been in the financial services industry since 1988. Frank has a Series 7, Series 63, Series 66, and Series 24. Frank is also a Chartered Financial Consultant. Frank has experience with individual investors, high net worth individuals, corporations, and non-profit organizations. Frank specializes in financial planning, investment management, and retirement planning.
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.
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.
1
2
NJ
04/20/2007 - Present
Park Avenue Securities LLC (RIDGEWOOD NJ)
NY
12/03/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/06/1989 - 10/10/1991
MONY SECURITIES CORP. (NEW YORK NY)
NA
10/18/1988 - 12/31/1988
THE INVESTMENT CENTER, INC.
NA
06/21/1988 - 09/27/1988
ISFA CORPORATION
BOTH
Issued 11/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1988
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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