Frank E. Pare
Professional summary
Frank Edward Pare JR, CFP®, who also goes by Frank Edward Pare, is a registered financial advisor currently at PF WEALTH MANAGEMENT GROUP, LLC located in Oakland, California.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Frank has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 53, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank Edward Pare JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
April 7, 2006 - Present
PF WEALTH MANAGEMENT GROUP, LLC
Office #1: 1970 Broadway Suite 525, Oakland, CA 94612October 4, 2007 - September 18, 2009
CLARKESON RESEARCH INC.
June 4, 2001 - February 27, 2006
LORING WARD SECURITIES INC.
June 17, 1999 - October 2, 2000
SHARE KING, LLC
April 29, 1998 - July 1, 1998
SEAFIRST INVESTMENT SERVICES, INC.
April 21, 1998 - April 13, 1999
BA INVESTMENT SERVICES, INC.
May 8, 1997 - March 9, 1998
WELLS FARGO SECURITIES INC.
August 30, 1991 - October 24, 1996
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2006)
(8/16/2021)
(7/12/2021)
Exams
Series 8
Date: 11/16/1992
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
PF WEALTH MANAGEMENT GROUP, LLC
CRD#: 140015 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 39,979,719 |
Red Flags
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