Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Streb is an investment advisor representative registered with Ernst & Young Investment Advisers LLP. Francesca has been in the industry since 2011 and has a Series 7, Series 63, and Series 66 license. Francesca has experience working with various financial firms, including USAA Financial Advisors, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments. Francesca is based in Tampa, Florida, and has been registered with Ernst & Young Investment Advisers LLP since June 2020.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
FL
06/18/2020 - Present
Ernst & Young Investment Advisers LLP (Tampa FL)
FL
11/17/2017 - 05/18/2018
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
02/18/2011 - 09/25/2017
FIDELITY BROKERAGE SERVICES LLC (CLEARWATER FL)
BOTH
Issued 07/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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