Unclaimed
Frances Pileggi is a financial advisor who is currently registered with Truist Investment Services, Inc. Frances has been in the financial industry since 2022. Frances has passed the Series 6TO and SIE exams. Previously, Frances was registered with WELLS FARGO CLEARING SERVICES, LLC.
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
VA
08/26/2022 - Present
Truist Investment Services, Inc. (VIRGINIA BEACH VA)
VA
05/16/2022 - 06/29/2022
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
BC
Issued 05/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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