Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Ronald Marano is a registered investment advisor with over 35 years of experience in the financial industry. Frank is currently registered with Morgan Stanley and has worked in the financial services industry since 1986. He previously worked at Raymond James Financial Services, Inc., Wachovia Securities, LLC, Securian Financial Services, Inc., Capital Analysts, Incorporated, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Frank holds a Series 7, Series 22, Series 24, Series 6, Series 63, and Series 65 license. Frank's areas of expertise include financial planning, portfolio management for individuals, businesses, and investment companies. He is also an experienced asset allocator. Frank provides investment advice to high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Frank is also a board member of the Country Classics Legacy at Morgan Hill Condominium Association.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
08/22/2013 - Present
Morgan Stanley (Allentown PA)
PA
12/15/2008 - 08/23/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (EMMAUS PA)
PA
12/01/2003 - 12/17/2008
WACHOVIA SECURITIES, LLC (COPLAY PA)
MN
04/10/1992 - 11/20/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
OH
09/29/1988 - 04/11/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
08/05/1986 - 11/17/1988
EQUICO SECURITIES, INC.
NA
08/05/1986 - 11/17/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 05/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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