Frank Daniel Savelli

Current Employers

Employment History

• 03/1985 → Present
  Penn Mutual Ins, Co.
  Jericho, NY
• 06/1987 → Present
  S & C Agency Inc
  Jericho, NY
• 11/2001 → Present
  National Life Of Vermont
  Jericho, NY
• 12/2002 → Present
  Equity Services, Inc.
  New York, NY

Other Businesses

*BROOKHILL PLANNING LLC, INV. REL., LOCATED IN NY, LIFE AND HEALTH INSURANCE SALES ONLY, AGENT, 10/01/04-PRES, 80 HR/MO, DUR TRD HRS, AGENT SELLING LIFE AND HEALTH INSURANCE. BROOKHILL PLANNING IS ONLY USED AS THE NAME ASSOCIATED ON MY CORPORATE LICENSE. I'M NOT MARKETING OR SOLICITING UNDER THE BROOKHILL PLANNING NAME. I DO NOT PROVIDE OR HAVE BUSINESS CARDS, LETTERHEAD OR INTRODUCE MYSELF AS BROOKHILL PLANNING ASSOCIATE. *WEALTHBRIDGE FINANCIAL GROUP. INV REL. INSURANCE SALES. SALES AGENT. FEB 2015-CURRENT. 160 HRS/MO. DURING TRADE HRS. *SAVELLI FAMILY TRUST. 10 BROOKHILL LANE, HUNTINGTON, NY 11743. DEC 2018. NOT INV REL. TRUST ACCOUNT/TRUSTEE WITH RESPONSIBILITIES OF GRANTORS. TRUSTEE. CHECK WRITING, OVERSEEING AND WORKING IN CONJUNCTION WITH ADVISORS IN A FIDUCIARY CAPACITY. NOT DURING TRADE HRS. *FRANK SAVELLI. 1 HEALTHY WAY, OCEANSIDE, NY. JAN 2019. INV REL. EDUCATION, OVERALL AND GENERAL, BASIC UNDERSTANDING OF FINANCIAL SERVICES. AGENT. SPEAKING WITH 15-20 3RD YEAR RESIDENTS AT SOUTH NASSAU HOSPITAL. DURING SOME TRADE HRS. *AMPLIFIED INSURANCE SERVICES. 30 SOUTHWEST PARK, WESTWOOD, MA, 02090. JAN 2019. INV REL. PROPERTY AND CASUALTY, HEALTH INS, EMPLOYEE BENEFIT ORG. DIRECTOR OF FINANCIAL SERVICES. LIFE, DIS, LTC INS SALES. DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-14