Unclaimed
Frank Salvatore Lovaglio is an investment advisor representative with Kestra Advisory Services, LLC. Frank has over 30 years of experience in the financial industry, specializing in a range of services including financial planning, portfolio management, and insurance. Frank has a broad range of experience, having previously worked at Concourse Financial Group Securities, Inc. and G.A. Repple & Company. Frank has been actively licensed since 1984, holding a Series 7, 6, and 63 licenses. He is registered in multiple states and has earned a Series 65. Frank has a strong understanding of the needs of individual investors, high-net-worth individuals, and businesses.
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.
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
TX
02/02/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
07/29/1994 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
01/13/1992 - 08/11/1994
G. A. REPPLE & COMPANY (CASSELBERRY FL)
FL
08/24/1990 - 04/02/1991
INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)
NA
06/03/1987 - 09/06/1988
CHUBB SECURITIES CORPORATION
NA
11/09/1984 - 06/22/1987
TRAVELERS EQUITIES SALES, INC.
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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