Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Rae Deem is a financial advisor affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Francesca has been in the financial services industry since October 13, 2020. Francesca has licenses in FL, TX, and is registered with FINRA. Francesca Rae Deem can provide financial advice to a broad range of clients including individuals, businesses, high-net-worth individuals, insurance companies, pension plans, charitable organizations, corporations, and state and municipal governments. Francesca Rae Deem has a wide range of specializations. Francesca Rae Deem is a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in the Ponte Vedra Beach, FL office.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PONTE VEDRA BEACH FL)
BOTH
Issued 03/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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