Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Federico is a financial professional with over 14 years of experience in the financial services industry. Francesco has been a registered representative with Wells Fargo Clearing Services, LLC since July 2018 and holds Series 7 and 66 licenses. Francesco has previously held positions with J.P. Morgan Securities LLC, PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Investment Services. Francesco provides financial planning and investment management services to individuals, families, businesses, and retirement plans.
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.
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.
Investment consulting services to institutional clients
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
NJ
10/08/2018 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NJ
05/16/2017 - 07/19/2018
J.P. MORGAN SECURITIES LLC (FRANKLIN LAKES NJ)
NJ
03/01/2017 - 05/02/2017
PNC INVESTMENTS (CLOSTER NJ)
NJ
10/16/2013 - 12/27/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTWOOD NJ)
NJ
08/20/2010 - 10/08/2013
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NY
04/04/2002 - 01/24/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/07/2001 - 02/26/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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