Frank AlteriCRD Number: 1343426
Current Firm: Wells Fargo Clearing Services, LLC
Frank Alteri (CRD# 1343426) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Newark, DE and has over 33 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Wells Fargo Clearing Services, LLC||Newark, DE||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Newark, DE||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Newark, DE||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY