Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Gyasi Addai is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Francis has been in the industry since 2016. Francis holds Series 66, Series 7TO and SIE licenses and is registered in Washington, Texas, Alaska, Florida, Idaho, Oregon and Washington. Francis has experience working with insurance companies, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Francis' primary office location is in Federal Way, WA. Francis also works with clients in Seattle, WA. Francis is also an employee of DOORDASH and spends approximately 5 hours per week on this outside business.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
04/11/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FEDERAL WAY WA)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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