Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Giovanni Dangelo is a financial advisor with over 27 years of experience in the industry. Francesco is a registered representative with D.a. Davidson & Co. Francesco provides a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Francesco holds a Series 63, 65, 7, 9, 10, 24, 31, and SIE licenses, as well as several other designations. Francesco is committed to helping clients achieve their financial goals.
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.
1
2
MT
09/24/2018 - Present
D.a. Davidson & Co. (HAMILTON MT)
IA
Issued 04/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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