Unclaimed
Frank Scalese is an investment advisor representative with over 30 years of experience. Frank Scalese is registered with MML Investors Services, LLC and has been with the firm since March 2017. Frank Scalese previously worked at MSI Financial Services, Inc. and New England Securities. Frank Scalese has also been a motivational speaker and president of a non-profit. Frank Scalese provides a range of financial services to individuals, businesses, and trusts.
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 programs
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.
Solicitors fees
1
2
NY
10/26/2017 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
11/07/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
09/23/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ROSLYN NY)
NY
11/07/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)
NY
10/08/1996 - 11/06/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
05/18/1990 - 09/23/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/18/1990 - 09/23/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
02/20/1990 - 04/25/1990
VANDERBILT SECURITIES, INC.
NA
11/21/1989 - 02/15/1990
J. T. MORAN & CO., INC.
BC
Issued 12/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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