Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Catalano is an active investment advisor representative with Equitable Advisors, LLC. Francesco has a diverse background in the financial industry, and has been a licensed investment advisor representative for over 17 years. Francesco has a strong track record of success, providing clients with comprehensive financial planning services to help them achieve their financial goals. Francesco specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Francesco is registered with the state of Colorado, Connecticut, Florida, Michigan, New Jersey, North Carolina, Puerto Rico, and Rhode Island.
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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NJ
04/24/2023 - Present
Equitable Advisors, LLC (SECAUCUS NJ)
NY
09/15/2005 - 03/30/2006
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
BOTH
Issued 04/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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