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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 Alessio is a financial advisor with Cetera Investment Advisers LLC, based in NEW YORK, NY. Frank has been in the industry since 1994. Frank is a Registered Representative with FINRA and a Registered Investment Advisor. Frank holds Series 63, 26, 7 and SIE licenses. Frank has experience in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Cetera Investment Advisers LLC is a firm headquartered in Schaumburg, IL. The firm provides a range of investment advisory services to individuals, corporations, businesses, and charitable organizations.
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.
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2
NY
08/10/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
12/09/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
09/02/1994 - 12/13/2013
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/16/1994 - 06/03/1994
JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)
NJ
03/14/1994 - 05/05/1994
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
BC
Issued 4/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/1/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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