Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Scorsone is a financial advisor with Corient. Francesco has been in the industry since 2014. Francesco is registered in New Jersey and holds Series 6, 7, 63, and 66 licenses. Francesco has experience in providing financial planning services to a variety of clients, including individuals, families, businesses, and institutions. Francesco is a Certified Financial Planner.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
06/27/2023 - Present
Corient (MIAMI FL)
NJ
04/24/2015 - 05/16/2023
J.P. MORGAN SECURITIES LLC (FRANKLIN NJ)
BOTH
Issued 07/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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