Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Joan Loeffler is a Registered Representative associated with Fidelity Personal And Workplace Advisors. Francesca has been in the industry since November 2015. Prior to joining Fidelity Personal And Workplace Advisors, Francesca was associated with Aegi Capital Corp. and Cuttone & Co., Inc. Francesca is licensed to provide investment advisory services in New York and Texas.
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.
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.
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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2
NY
04/05/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK CITY NY)
FL
12/02/2015 - 03/11/2016
AEGIS CAPITAL CORP. (SARASOTA FL)
NY
10/19/2015 - 11/17/2015
CUTTONE & CO., INC. (NEW YORK NY)
BOTH
Issued 03/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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