Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Francione is a financial advisor with Capstone Partners. David has over 20 years of experience in the financial services industry. David is a Series 7, 6, 63, and SIE licensed professional. David's previous experience includes roles at Headwaters BD, LLC, Silverwood Partners, Advest, Inc. and Aetna Life Insurance and Annuity Company. David is currently registered in Colorado and Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
MA
05/03/2018 - Present
Capstone Partners (BOSTON MA)
CO
09/24/2010 - 11/04/2018
HEADWATERS BD, LLC (DENVER CO)
MA
09/22/2005 - 07/22/2010
SILVERWOOD PARTNERS (SHERBORN MA)
CT
03/07/1997 - 04/03/1998
ADVEST, INC. (HARTFORD CT)
CT
05/21/1992 - 07/09/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Francione is the right advisor for you? Invested Better is here to help.
