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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Anthony Petrangelo is a financial advisor with Edelman Financial Engines, a firm with a strong reputation in the financial services industry. With experience spanning over two decades, Francis has a proven track record of providing personalized financial advice to individuals and families. Francis holds the prestigious Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, demonstrating a commitment to professional development and client-centric approach.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
06/27/2024 - Present
Edelman Financial Engines (EAST LONGMEADOW MA)
MA
04/26/2021 - 10/11/2022
CITIZENS SECURITIES, INC. (BOSTON MA)
MA
11/30/2020 - 04/27/2021
PRUCO SECURITIES, LLC. (MARLBOROUGH MA)
MA
01/01/2008 - 04/10/2020
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
12/17/1996 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IA
Issued 06/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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