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VERIFIEDDr. Frank Ragonese
Pelican Wealth Advisors
27499 Riverview Center Blvd. Unit #126
Bonita Springs, FL 34134
239-287-3146
About Pelican Wealth Advisors
At Pelican Wealth, we understand that planning for your financial future is a significant task, and getting a second opinion can bring valuable insights. Our seasoned team of financial advisors is dedicated to providing you with objective and comprehensive evaluations of your current financial plan. We bring a fresh perspective, fortified by our extensive industry experience and keen understanding of financial markets and investment strategies. Dont leave your financial future to chance a second opinion could make all the difference. We encourage you to reach out to us today!
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General Information
Firm Start Year
CRD#
5798370
Firm CRD#
153972
States Licensed in
FL
Years of Experience in Financial Services
17
Number of Years with Current Firm
17
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals
Services
Investment Types
Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Stocks
Can meet clients in the following ways
Our Office, Email, Video Conference, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care
Firm Information
Advisor's Number of Clients
150
Advisor's Number of Managed Clients
250
Advisor's Number of Planning Clients
75
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$250K+
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893354/retirementplanning-Pelican-Wealth-Advisors-detailed-disclosure.html
Disclaimer
Pelican Wealth Advisors, LLC ("Pelican") is a Registered Investment Advisor ("RIA"), with the State of Florida. Pelican provides investment advisory and related services for clients in the State of Florida and other states. Pelican maintains all applicable registration and licenses as required by the various states in which Pelican conducts business, as applicable. Pelican renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Check the background of your financial professionals on FINRA's BrokerCheck - http://brokercheck.finra.org/