Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Antonio Fevola is a financial advisor with UBS Financial Services Inc. Francesco Antonio has been in the financial industry since August 15, 2017 and is licensed to provide investment advice in New Jersey, New York and Texas. Francesco Antonio is registered with FINRA as a registered representative and has passed the Series 66, Series 7, Series 9, Series 10 and SIE exams. Francesco Antonio also holds a registration as an Investment Advisor Representative in New Jersey, New York and Texas. Francesco Antonio has previous experience as a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
11/01/2021 - Present
UBS Financial Services Inc. (New York NY)
PA
07/28/2017 - 10/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONSHOHOCKEN PA)
BOTH
Issued 10/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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