Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franc? Claim Your ProfileFranc Burzotta is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Franc has been in the financial industry for over 7 years and has experience working with various firms such as Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., and J.P. Morgan Securities LLC. Franc holds licenses for Series 6, 7, 9, 10, 63, and 65 examinations and is currently registered in numerous states for both brokerage and investment advisory services. In addition to their role with Wells Fargo Clearing Services, Franc is also a single member of HEX3N LLC, a publishing company based in Norwalk, California. Franc provides investment consulting services to institutional clients and offers financial planning and portfolio management services to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/13/2024 - Present
Wells Fargo Clearing Services, LLC (PASADENA CA)
CA
07/23/2020 - 09/22/2023
CHARLES SCHWAB & CO., INC. (San Diego CA)
TX
01/10/2017 - 06/04/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/30/2015 - 11/17/2016
J.P. MORGAN SECURITIES LLC (MURPHY TX)
IA
Issued 10/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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