Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Naselli is a financial advisor registered with MML Investors Services, LLC and has been in the industry since December 22, 1993. Francis has held previous registrations with MSI Financial Services, INC. and New England Securities. Francis is licensed in 54 states and holds the Series 6, 7, and 63 licenses as well as the SIE exam. Francis works with individual clients, businesses, corporations, pension and profit-sharing plans, trusts, foundations, endowments, insurance companies, charitable organizations and banking or thrift institutions. Francis provides financial planning, asset allocation programs, portfolio management for individuals and businesses, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
05/31/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
06/02/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
12/23/1993 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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