Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Zavolta is a financial advisor at Morgan Stanley, where she has been employed since October 2013. Francesca holds a Series 66, Series 63, Series 3, Series 7, and SIE licenses. She has extensive experience in the financial industry, having worked previously at BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., and J.P. MORGAN SECURITIES INC. Francesca specializes in providing asset allocation advice, financial planning, and portfolio management services for a wide range of clients, including individuals, high-net-worth individuals, businesses, investment companies, pension and profit-sharing plans, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/23/2020 - Present
Morgan Stanley (New York NY)
NY
09/22/2008 - 10/11/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/24/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/01/2001 - 06/30/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/19/1994 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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