Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Samuel Polizzi is a financial advisor with over 27 years of experience in the financial services industry. Frank is a Certified Financial Planner® and a Registered Representative with Osaic Wealth, Inc. Frank has a long history of working with individual clients, families and businesses to develop and implement personalized financial plans. Frank is passionate about helping clients achieve their financial goals, and his expertise spans a wide range of financial services including investment management, retirement planning, estate planning, and insurance.
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.
1
2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (WAYNE PA)
PA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAYNE PA)
AZ
08/10/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
08/22/1994 - 07/09/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/7/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2004
Series 7 - General Securities Representative Examination
BC
Issued 8/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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