Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Visalli Larosa is a financial advisor at Ameriprise Financial Services, LLC. Frances has been in the financial services industry since 2000. Frances has experience working with a wide range of clients, including individuals, families, businesses, and trusts. Frances is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is also licensed as a registered investment advisor in New Jersey and Texas. Frances has Series 7, Series 63 and Series 65 licenses. Frances provides a variety of financial services, including financial planning, investment management, and insurance.
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.
Asset allocation services
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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NJ
03/13/2017 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
NJ
01/02/2008 - 01/07/2009
AMERIPRISE ADVISOR SERVICES, INC. (MARLTON NJ)
MI
04/18/2005 - 03/08/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NE
11/21/2003 - 05/07/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
05/19/2000 - 05/21/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/14/1998 - 05/23/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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