Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Gervascio-franzen is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Belton, Texas. Francesca has been in the industry since 2002 and holds the Series 7, Series 63, and Series 65 licenses. Francesca also holds the Certified Financial Planner designation. Francesca previously worked at BBVA Securities Inc. and USAA Financial Advisors, Inc. Francesca has experience working with individuals, corporations, and non-profit organizations. Francesca offers a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (BELTON TX)
TX
10/07/2013 - 06/25/2018
BBVA SECURITIES INC. (BELTON TX)
TX
02/12/2010 - 05/08/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
MO
01/01/2002 - 12/18/2009
FINANCIAL PLANNING CONSULTANTS, INC. (CHESTERFIELD MO)
IA
Issued 05/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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