Frank M. Delape
Professional summary
Frank M. Delape, who also goes by Frank Michael Delape, is a registered financial advisor currently at COORDINATED PLANNING GROUP, INC. located in Melville, New York.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Frank has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 10, Series 9 and Series 12 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank M. Delape's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2021 - Present
COORDINATED PLANNING GROUP, INC.
Office #1: 150 Broadhollow Road Suite 209, Melville, NY 11747February 7, 2014 - February 12, 2015
HORNOR, TOWNSEND & KENT, LLC
January 3, 2008 - February 12, 2014
PRINCIPAL SECURITIES, INC.
April 5, 1999 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
April 5, 1999 - January 23, 2008
MSI FINANCIAL SERVICES, INC.
February 27, 1985 - April 19, 1999
ROBERT W. BAIRD & CO. INCORPORATED
August 26, 1983 - April 27, 1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
August 1, 1979 - May 5, 1983
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
August 1, 1979 - May 5, 1983
SIGNATOR INVESTORS, 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
(10/6/2021)
Exams
Series 1
Date: 7/23/1979
Registered Representative ExaminationSeries 12
Date: 12/1/1986
NYSE Branch Manager ExaminationCurrent Firm
COORDINATED PLANNING GROUP, INC.
CRD#: 173653 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 16,397,727 |
Red Flags
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