Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Biasi is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Francesco has been in the financial industry since 2010 and has experience with a variety of firms, including Morgan Stanley and LPL Financial. Francesco is registered with FINRA and holds the Series 7, Series 66 and SIE licenses. Francesco specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Francesco also provides pension consulting, educational seminars, and portfolio management for individuals and 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.
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
CA
03/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INDIAN WELLS CA)
CA
04/19/2022 - 03/01/2024
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
09/29/2021 - 04/21/2022
LPL FINANCIAL LLC (LANCASTER CA)
CA
10/21/2016 - 10/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM DESERT CA)
CA
03/02/2016 - 10/12/2016
MORGAN STANLEY (PALM DESERT CA)
CA
06/30/2015 - 03/11/2016
HD VEST INVESTMENT SERVICES (Palm Desert CA)
CA
08/08/2013 - 07/17/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (TEMECULA CA)
CA
12/16/2010 - 08/06/2013
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
BOTH
Issued 04/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative 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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