Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Maria Banci is a financial advisor who has been in the industry since December 1995. Francesca has a broad range of experience, having worked for Ameriprise Financial Services, LLC and IDS Life Insurance Company. Francesca is currently affiliated with Commonwealth Financial Network. Francesca holds Series 63, 65 and 7 licenses as well as the SIE exam. Francesca is a Certified Financial Planner. Francesca is registered with the following states: Arizona, California, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Virginia and Wisconsin. Francesca offers a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NA
02/22/2023 - Present
Commonwealth Financial Network (Pratovecchio Stia )
NY
12/12/1995 - 02/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MELVILLE NY)
MN
12/12/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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