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Frank Gustave Demaio

Jtd Financial Services, LLC

Bedford, NH

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Current Employers
Jtd Financial Services, Llc

167 South River Road Suite 11, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2008-02-27
  • NH RA
    APPROVED
    Since 2008-02-27

Branch Locations

167 South River Road Suite 11, Bedford, NH 03110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jtd Financial Services Llc Manchester NH 03/2008 Present
United Planners Financial Services Scottsdale AZ 05/2008 Present
Jtd Financial Services, Llc Bedford NH 01/2008 Present
Previous Registrations
  • 2007-01-19 → 2008-12-12
    Sterling Finan Srvs A Finan Advisory Practice Of Ameriprise Fin
    Hollis, NH
    Concord, NH
  • 2005-08-16 → 2006-12-20
    Cantella & Co., Inc.
    Concord, NH
    Concord, NH
  • 1998-09-21 → 2005-08-29
    Morgan Stanley Dw Inc.
    Nashua, NH
Other Businesses

1) JTD FINANCIAL SERVICES LLC - AGENT/REP/ADVISOR - INSURANCE AND FINANCIAL SERVICES - AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES ADVISOR - INVESTMENT ADVISORY SERVICES - SINCE 06/2007 - MANCHESTER, NH. 2) JTD FINANCIAL SERVICES - No Title - Rent Ski Condo to Sunday River customers - INVESTMENT RELATED - 09/10/2004 - Bethel NH 3)JTD FINANCIAL SERVICES, LLC - President - Financial Planning and Investment management services for wealthier individuals. - INVESTMENT RELATED - 01/04/2008 - ADDRESS: , Bedford NH , United States

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-25
S63 Uniform Securities Agent State Law Examination 1993-06-03
  • S65 Uniform Investment Adviser Law Examination
    1998-02-25
  • S63 Uniform Securities Agent State Law Examination
    1993-06-03
Designations
Other Names
  • Frank G Demaio

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