Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Thomas Marzella is an investment advisor representative with over 25 years of experience in the financial services industry. Frank is currently registered with Osaic Institutions, Inc., a firm that provides financial planning and investment management services to individuals and businesses. Frank's previous employment includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Securities Service Network, Inc., Commonwealth Financial Network, UBS PaineWebber Inc., The Boston Group, and A.S. Goldmen & Co., Inc. Frank has a strong background in securities and investment advisory services and is committed to providing clients with personalized financial guidance. Frank is also a Certified Financial Planner, demonstrating his commitment to providing comprehensive financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
MA
05/26/2016 - Present
Osaic Institutions, Inc. (MEDFORD MA)
MA
12/14/2009 - 04/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST ROXBURY MA)
MA
01/05/2004 - 12/07/2009
SECURITIES SERVICE NETWORK, INC. (ATTLEBORO MA)
MA
09/21/2001 - 12/31/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NJ
05/29/1998 - 10/04/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CA
07/18/1995 - 06/16/1998
THE BOSTON GROUP (LOS ANGELES CA)
NJ
04/05/1995 - 08/02/1995
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
IA
Issued 09/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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