Frank Demaio (CRD# 2268523) is an Investment Advisor Representative working at Jtd Financial Services, LLC in Bedford, NH and has over 30 years of experience in the finance industry. Frank Demaio 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.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | May 2008 - Current | 15 |
| Jtd Financial Services LLC | Manchester, NH | Mar 2008 - Current | 16 |
| Jtd Financial Services, LLC | Bedford, NH | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- NH
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts118ACCOUNTS
-
Average Account Value$142,330
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NH, NY
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