Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Malpigli is an investment advisor representative with Savvy in New York, NY. Frank has been in the industry since 1981. Frank has held previous roles with firms like LPL Financial LLC, American Portfolios Financial Services, Inc., TimeCapital Securities Corporation, and Waterstone Financial Group, Inc. Frank has a Series 6, Series 63, and SIE license. Frank specializes in financial planning, portfolio management, educational seminars, publication of periodicals, and selection of other advisors. Frank also owns Malpigli & Associates Insurance Agency, Inc., an insurance agency.
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.
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.
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
NY
11/20/2023 - Present
Savvy (NEW YORK NY)
NY
04/03/2018 - 11/30/2023
LPL FINANCIAL LLC (ISLEP TERRACE NY)
NY
11/05/2009 - 12/31/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ISLIP TERRACE NY)
NY
01/04/2008 - 07/30/2009
TIMECAPITAL SECURITIES CORPORATION (ISLIP TERRACE NY)
NY
01/03/2006 - 12/31/2007
WATERSTONE FINANCIAL GROUP, INC. (BETHPAGE NY)
MA
02/22/2005 - 01/06/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
CA
01/10/2001 - 12/31/2004
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
06/30/2000 - 12/31/2000
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
08/12/1991 - 06/30/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
03/04/1987 - 07/16/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
12/13/1981 - 03/04/1987
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Frank Malpigli is the right advisor for you? Invested Better is here to help.
