Frank Montresor
I keep the client\'s best interest at heart and get satisfaction in helping client\'s pursue their financial goals!
- Role
- Private Client Investment Consultant at Td Ameritrade
- Location
- New Rochelle, NY, US
- LinkedIn followers
- 500 followers
About Frank Montresor
I am fortunate to work for a company that embodies the following core values-Set high standards and peer accountability- Put the clients needs first.always- Display the highest level of integrity and trust-Team Unity-Strive to better ourselves everyday-Community ServiceThrough these values, we work together to support our client\'s needs and do our best to provide them with a superior experience.For over 20 years, I\'ve been dedicated to helping make a difference in the financial future forindividuals, families and business owners. we have unique opportunity to help make a differencein the financial lives of everyone we meet at TD Ameritrade. In my role, I strive to help my clientspursue their financial gols whether there is a focus on growth, retirement or education.In addition to my role at TD Ameritrade, I am also passionate about several causes in my communityand regularly volunteer my time to support United Way, Special Olympics, Habitat for Humanity, and the Foodbank for the Heartland.I believe that there is always room for improvement. One of my favorite quotes is from Benjamin Franklin,\"Without continual growth and progress, such words as improvement, achievement, and success have no meaning\".In my spare time, I enjoy music, travel and photograpghy. If you have any questions regarding investing for your children\'s college education or your own retirement, don\'t hesitiate to reach out to me.
Experience
Private Client Investment Consultant
Nov 2007 — Present
I have been in the financial services for the past 22 years. I enjoy helping clients to pursue their long term investment goals! I always try to put the client\'s best interest first!
Education
University of Southern Mississippi
Bachelor of Business Administration (BBA)
Skills
- October 1, 2015 I Will Be Joining the Private Client Group at Td Ameritrade Beco
- Retirement Planning
- Investments
- Series 7
- Mutual Funds
- Securities
- Portfolio Management
- Series 63
- Nys Insurance Licensed
- Series 65
- Financial Services
- Wealth Management
- Asset Allocation
- Retirement
- Investment Advisory
- Equities
- Finance
- Asset Management
- Financial Planning
- Risk Management
- Finra
- Registered Investment Advisor
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