Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesca? Claim Your ProfileFrancesca Wilson is an investment advisor representative with Citigroup Global Markets Inc. Francesca has been working in the financial industry since December 4, 1997, and is currently registered with the state of District of Columbia. Francesca is also registered with the state of Maryland. Previously, Francesca worked at CITICORP INVESTMENT SERVICES. Francesca Wilson has a broad range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and other businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
05/29/2007 - Present
Citigroup Global Markets Inc. (WASHINGTON DC)
DC
12/05/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
IA
Issued 11/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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