Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Martello is a financial professional with over 20 years of experience in the financial services industry. Francesco is currently registered with Raymond James & Associates, Inc. and has a wide range of experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans and insurance companies. Francesco has a strong understanding of investment strategies and is committed to providing personalized financial advice to clients.
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.
Please see note in schedule d - miscellaneous
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
07/13/2022 - Present
Raymond James & Associates, Inc. (Hackensack NJ)
NY
05/13/2010 - 02/23/2016
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
01/09/2004 - 05/06/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
08/31/1998 - 11/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/18/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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