Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Duncan Depiano is a financial advisor who has been working in the financial industry since November 2008. Francis holds the Series 7, Series 66, and SIE licenses. Francis is currently registered with Fidelity Personal AND Workplace Advisors and has previously worked with SEI INVESTMENTS DISTRIBUTION CO. and BRINKER CAPITAL SECURITIES, INC.. Francis's main office is located in King of Prussia, Pennsylvania, where Francis also maintains a branch office for Fidelity Personal AND Workplace Advisors.
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.
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.
1
2
PA
09/29/2021 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
02/24/2015 - 08/11/2020
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
09/25/2008 - 01/02/2015
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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