Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frankie? Claim Your ProfileFrankie Portugal is a financial professional with over 20 years of experience in the financial services industry. Frankie is currently registered with Fifth Third Securities, Inc. Frankie has been with Fifth Third Securities, Inc. since December 2022 and has held previous positions with other financial institutions, including J.P. Morgan Securities LLC, LPL Financial LLC, Amherst Pierpont, and Scott & Stringfellow, LLC.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/20/2023 - Present
Fifth Third Securities, Inc. (BOYNTON BEACH FL)
FL
10/23/2019 - 12/11/2022
J.P. MORGAN SECURITIES LLC (BOCA RATON FL)
FL
05/02/2019 - 10/03/2019
LPL FINANCIAL LLC (HALLANDALE FL)
FL
10/14/2014 - 12/19/2018
AMHERST PIERPONT (Ft Lauderdale FL)
FL
06/16/2014 - 10/14/2014
AMHERST SECURITIES GROUP, L.P. (BOCA RATON FL)
FL
01/02/2013 - 11/05/2013
BB&T SECURITIES, LLC (BOCA RATON FL)
FL
11/15/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (BOCA RATON FL)
FL
02/01/2010 - 11/08/2010
SUNTRUST INVESTMENT SERVICES, INC. (KEY BISCAYNE FL)
FL
12/13/2007 - 10/30/2009
COLONIAL BROKERAGE, INC. (FT. LAUDERDALE FL)
FL
02/24/2003 - 12/03/2007
AMHERST SECURITIES GROUP, L.P. (BOCA RATON FL)
NY
08/10/2001 - 02/28/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/21/2000 - 08/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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