Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Traina is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Miami, Florida. Francesco has been in the financial services industry since December 2005. Francesco has held previous positions at WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. Francesco's areas of expertise include providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Francesco is registered with FINRA and the state of Florida, and has passed the Series 66, Series 24, SIE, and Series 7 exams.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/29/2025 - Present
Raymond James Financial Services Advisors, Inc. (MIAMI FL)
FL
11/28/2011 - 09/09/2016
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
06/01/2009 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
02/29/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
12/15/2005 - 03/10/2008
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
BOTH
Issued 01/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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