Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Deblasi is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Francis has been in the industry since 2000. Francis holds multiple licenses and has experience working with a variety of clients including individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Francis is based in Scottsdale, Arizona and can provide advisory services such as portfolio management, selection of other advisors, and performance measurement reports.
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
AZ
04/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)
AZ
10/31/2013 - 10/22/2019
U.S. BANCORP INVESTMENTS, INC. (PHOENIX AZ)
AZ
10/19/2009 - 04/25/2013
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
NY
06/01/2009 - 09/16/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
06/26/2000 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2000
Series 7 - General Securities Representative 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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