Unclaimed
Francesco Escobal brandon is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Francesco is licensed in 53 states and the District of Columbia, and has been in the industry since August 4, 2022. Francesco's primary office location is in Chandler, AZ. Francesco has passed the Series 66, Series 7TO and SIE exams. Francesco is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and has experience with a wide variety of investment products and 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.
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
AZ
10/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
BOTH
Issued 09/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials 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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