Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Genovese is a financial advisor who has been in the industry since 1999. He is registered with the state of Delaware and New Jersey. Francesco is currently employed by Avantax Advisory Services, and is located in Wilmington, DE. He is a licensed investment advisor representative and has a Series 7, 24, and 66 license. Francesco has experience providing financial planning, pension consulting, educational seminars, and portfolio management services. He also provides solicitor referral services to third-party investment managers. He has worked for Avantax since 2000 and specializes in providing financial planning and investment services to high-net-worth individuals, corporations, 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
DE
06/27/2024 - Present
Avantax Advisory Services (Wilmington DE)
BOTH
Issued 10/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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