Frank StrafaciCRD Number: 1307558
Current Firm: Valmark Advisers, Inc.
Frank Strafaci (CRD# 1307558) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Davie, FL and has over 22 years of experience in the finance industry. Frank Strafaci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Valmark Advisers, Inc.||Akron, OH||Apr 2012 - Current||5|
|Valmark Securities, Inc.||Akron, OH||Oct 1999 - Current||18|
|Manufacturers Life Insurance||Coral Gables, FL||Sep 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1995|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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