Frank Congemi is a registered investment advisor, based in Rockaway Park, NY, with 39 years of industry experience.
Location
Rockaway Park, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank is a licensed insurance agent selling life and long-term care insurance, dedicating a few hours per week. He also works as a solicitor for an investment advisory firm (about half his time) and is a registered representative with Benefactor Financial (full-time).
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Beam Wealth Advisors, INC.
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Royal Alliance Associates, INC.Broker
First Investors CorporationBroker
State Registrations22 states
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