Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Natale Ruggeri is a financial advisor at Independent Financial Group, LLC. Francesco has been in the industry since 2001 and has a proven track record of success. Francesco is a Registered Representative and Investment Advisor Representative, and is licensed to sell securities in Arizona, California, Idaho, Oregon, and Texas. Francesco's focus is on providing financial planning and investment management services to individuals, families, and businesses. Francesco specializes in helping clients achieve their long-term 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/17/2019 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
TX
07/24/2018 - 06/27/2019
TCFG WEALTH MANAGEMENT, LLC (Austin TX)
CA
07/02/2013 - 07/16/2018
SECURITIES AMERICA, INC. (HAYWARD CA)
CA
01/03/2011 - 06/10/2013
WELLS FARGO ADVISORS, LLC (HAYWARD CA)
CA
04/16/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HAYWARD CA)
CA
02/12/2002 - 04/21/2009
WAMU INVESTMENTS, INC. (HAYWARD CA)
NY
07/03/2000 - 08/03/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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