Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Carafa is a financial advisor at Vanguard Advisers, Inc. Francesco has been in the financial industry since 2002. Francesco is licensed in Pennsylvania and New Jersey, and also registered in Texas. Francesco works with a variety of clients, including individuals, families, businesses, and charitable organizations. Francesco specializes in providing financial planning and investment management services.
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.
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.
1
2
PA
11/30/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
06/12/2019 - 10/05/2020
EQUITY SERVICES, INC. (MEDIA PA)
PA
05/14/2009 - 11/01/2018
PNC INVESTMENTS (SWARTHMORE PA)
PA
08/09/2005 - 07/17/2007
ALLSTATE FINANCIAL SERVICES, LLC (BUCKINGHAM PA)
NY
01/29/2003 - 04/13/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
04/29/2002 - 01/21/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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