Years of Experience
5-20+ Years
SAN FRANCISCO, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Frank Lavin is a financial advisor registered with Osaic Wealth, Inc. Frank is also a registered Investment Advisor Representative (IAR) and has been in the industry since May 2018. Frank specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Frank's expertise is demonstrated by Frank's Certified Financial Planner designation and Frank's affiliation with Columbus Advisors, where Frank provides advisory services. Frank has a comprehensive understanding of the financial services industry, and Frank is committed to providing clients with personalized and professional advice.
SPECIALIZATIONS
LOS ANGELES, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Frank Edward Vega is a registered representative with Stifel, Nicolaus & Company, Inc. Frank has been in the securities industry since 2007 and holds the Series 7, Series 52TO, Series 53, Series 63, and Series 79TO licenses. He is also registered with the state of California. Frank has experience with a variety of financial products and services, including investment banking, municipal securities, and securities industry essentials. He is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
HUNTINGTON BEACH, CA
24 Years Experience
3 Disclosures
ADVISOR BIO
Frank Charles Parlato is a registered representative with Calton & Associates, Inc., a firm that provides financial services to individuals, corporations, and institutions. Frank Parlato's experience in the financial services industry dates back to 1999. Frank Parlato is licensed in California and holds the Series 6, 7, and 66 securities licenses. Frank Parlato's expertise includes investment planning, portfolio management, and pension consulting. Frank Parlato is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
SPECIALIZATIONS
SAN DIEGO, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Frank Gutierrez is a financial advisor with Equitable Advisors, LLC. Frank has been in the financial services industry since 2014. Frank is registered to provide investment advice in California. Frank's experience includes work with Bank of America, World Wide Credit Corp DBA Superior Financial Services, Skyline Financial Corp., Broker Solutions DBA New American Funding, Berkshire Hathaway Home Services California Properties and Equitable Advisors, LLC. Frank has successfully passed the Series 7TO, SIE and the Series 66 exams. Frank is also registered to provide investment advice in California. Frank is committed to providing his clients with the best possible financial advice and guidance.
SPECIALIZATIONS
COSTA MESA, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Frank Zou yeag Teng is a financial advisor with over 25 years of experience in the financial services industry. Frank is currently registered with LPL Financial LLC in Seal Beach, California. Frank has a strong background in securities, investment advisory services, and insurance. Frank holds Series 7, 63, 65, and 24 licenses. Frank is also a Certified Financial Planner (CFP®). Prior to joining LPL Financial LLC, Frank worked with FIRST ALLIED SECURITIES, INC., MERCER ALLIED COMPANY, L.P., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
SPECIALIZATIONS
Seal Beach, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Frank Messano is a financial advisor with over 15 years of experience in the industry. Frank is currently registered with Mariner Independent, a firm with over 184 investment adviser representatives and over $8 billion in assets under management. Frank is a Registered Representative in 25 states and holds Series 7, 63, and 66 licenses as well as the SIE exam. Frank specializes in financial planning, investment advisory, and pension consulting services.
SPECIALIZATIONS
Orange, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Frank Andrew Deptola is a financial advisor at Commonwealth Financial Network. Frank has been in the financial services industry since 2006 and has experience in a variety of areas including financial planning, portfolio management and insurance. Frank holds a Series 7 and Series 66 license, as well as a SIE. Frank is registered in 12 states and is a co-owner of Frank Deptola & Associates, LLC.
SPECIALIZATIONS
Newport Beach, CA
0 Disclosures
ADVISOR BIO
Frank Sanchez is a financial advisor with over 25 years of experience in the industry. Frank is currently registered with MAI Capital Management, LLC in Newport Beach, CA. Frank provides financial planning and investment management services to individuals, families, businesses, and institutions. Frank is a Certified Financial Planner™ and Chartered Financial Consultant®. Frank has a strong commitment to providing clients with personalized financial advice and guidance.
SPECIALIZATIONS
Pasadena, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Frank J. Lee is a financial advisor with J.P. Morgan Securities LLC. Frank has been in the industry since 1998. Frank is registered in 53 states and territories, and holds Series 3, 7, 7TO, 55, 63, 66 and SIE licenses. Frank is also a Chartered Financial Analyst (CFA). Frank J. Lee is a member of the Los Angeles Community College District Foundation Board. Prior to joining J.P. Morgan Securities, Frank was an advisor at Payden & Rygel. Frank is also a member of the Los Angeles Community College District Foundation Board.
SPECIALIZATIONS
PASADENA, CA
36 Years Experience
1 Disclosures
ADVISOR BIO
Frank Napolitano is a financial advisor at Eagle Strategies LLC, a firm with a strong commitment to providing comprehensive financial planning and investment management services to a diverse clientele. Frank has been in the financial services industry since 1989 and has a broad range of experience in helping individuals and families reach their financial goals. Frank is a registered investment advisor and holds Series 6, 63 and 65 licenses. Frank is also a registered representative of NYLIFE Securities LLC. Frank has built a strong reputation for providing personalized advice and guidance to his clients, with a focus on building long-term relationships.
SPECIALIZATIONS