Unclaimed
Federico maria Acabbi is a financial professional with over 10 years of experience in the industry. Federico maria is currently registered with RBC Capital Markets, LLC, a firm with a strong focus on providing financial advice to a diverse client base. Before joining RBC Capital Markets, LLC, Federico maria worked at CREDIT SUISSE SECURITIES (USA) LLC and BARCLAYS CAPITAL INC. Federico maria's expertise includes providing portfolio management services to individuals, businesses, and pooled investment vehicles. Federico maria is also well-versed in financial planning, pension consulting, and educational seminars. Federico maria holds Series 63, SIE, and Series 79 licenses and is registered in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/14/2021 - Present
RBC Capital Markets, LLC (SAN FRANCISCO CA)
CA
11/07/2017 - 10/08/2021
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
CA
09/06/2012 - 10/06/2017
BARCLAYS CAPITAL INC. (MENLO PARK CA)
BC
Issued 09/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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