Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Furgiuele is a financial advisor with over 40 years of experience in the financial services industry. Francis currently works at Wells Fargo Advisors Financial Network, LLC. He has experience working with individuals, businesses, and institutions. Francis is registered to provide investment advisory services in multiple states and specializes in investment consulting, financial planning, and portfolio management.
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.
Investment consulting services to institutional clients
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.
1
2
PA
03/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
AZ
10/01/1999 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
NC
07/01/1986 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
11/13/1984 - 07/11/1986
DEAN WITTER REYNOLDS INC.
NA
08/11/1980 - 10/12/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
02/01/1979 - 09/08/1980
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 02/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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