Unclaimed
Francesca Silvestro is a registered investment advisor representative with Osaic Wealth, Inc. Francesca has been in the industry for over 5 years. She is licensed in Arizona, California, Colorado, Florida, Hawaii, Idaho, Nevada, North Carolina, Oregon, Texas, and Utah. Francesca is committed to providing her clients with personalized financial advice and guidance. She has a deep understanding of the financial markets and a passion for helping people achieve their financial goals. Francesca is also a licensed insurance agent.
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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CA
07/16/2024 - Present
Osaic Wealth, Inc. (MISSION VIEJO CA)
IA
Issued 05/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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