Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Policare is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since November 1994. Frank is registered to provide investment advice in New Jersey, North Carolina, and Pennsylvania. Frank has a wide range of experience and specializes in working with individuals, corporations, and high-net-worth individuals. Ameriprise Financial Services, LLC is a large firm with a strong commitment to providing a variety of financial services to its clients.
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.
Asset allocation services
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
PA
01/28/2022 - Present
Ameriprise Financial Services, LLC (New Hope PA)
PA
01/31/2003 - 02/09/2022
LPL FINANCIAL LLC (NEW HOPE PA)
MO
10/11/1999 - 02/04/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
11/09/1994 - 10/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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