Unclaimed
Frankel Tandog Delossantos has been in the financial services industry since 1999 and has experience in providing financial advice to individuals, corporations, and charitable organizations. Frankel currently is a registered representative with American Investors Co. where Frankel's main area of focus is offering investment advice, portfolio management, and financial planning services. Frankel has also held previous roles with Western International Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Variable Investment Advisors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/22/2022 - Present
American Investors Co. (Long Beach CA)
CA
02/27/2019 - 04/01/2020
WESTERN INTERNATIONAL SECURITIES, INC. (Westlake Village CA)
CA
03/09/2015 - 06/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REDONDO BEACH CA)
SD
06/29/2006 - 03/11/2015
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
MA
01/27/1999 - 03/02/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/27/1999 - 03/02/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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