Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Lanza is a financial advisor with Winthrop Wealth. Francesca is licensed to provide financial advice in Massachusetts. Francesca has been in the financial services industry since April 2022. Francesca is a Series 7TO, Series 66 and SIE licensed advisor. Francesca has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Francesca provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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
MA
11/02/2022 - Present
Winthrop Wealth (BOSTON MA)
MA
03/18/2022 - 10/07/2022
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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