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FL

Frank A. Lopresti

BEACONSFIELD FINANCIAL SERVICES
Charleroi, PA 15022
Some features on this profile are disabled
CRD#: 5059135
FL

Professional summary

Frank Anthony Lopresti is a registered financial professional currently at BEACONSFIELD FINANCIAL SERVICES, INC. located in Charleroi, Pennsylvania.

Frank is registered as a RR (Registered Representative) and started their career in finance in 2005. Frank has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Frank Anthony Lopresti's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 1, 2019 - Present

BEACONSFIELD FINANCIAL SERVICES, INC.

Office #1: 541 Fallow Field Ave Suite #1, Charleroi, PA 15022Office #2: Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
BD
CRD#: 14634
Charleroi, PA
Past

September 29, 2016 - May 10, 2019

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Charleroi, PA
Past

January 14, 2015 - October 6, 2016

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
Charleroi, PA
Past

October 11, 2007 - January 9, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
PITTSBURGH, PA
Past

December 21, 2005 - October 25, 2007

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
EXPORT, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(5/1/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 2/5/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BEACONSFIELD FINANCIAL SERVICES, INC.
BEACONFIELD FINANCIAL SERVICES,INC. | BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634 / SEC#: , 8-30993

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Mailing Address
Southpoint Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Phone number
(724) 745-6800
Established
Pennsylvania since 10/25/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RAINIER, BETTY HARRISCFO, DIRECTOR, VICE PRESIDENT1093968
RAINIER, RICHARD KING IIPRESIDENT, CHIEF COMPLIANCE OFFICER2603107
RAINIER, JUSTIN KINGPRINCIPAL6003707

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634Charleroi, PA 15022

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