Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Capriotti is a financial advisor with over 17 years of experience in the financial services industry. Francis is registered with the state of Pennsylvania and has a Series 6, 7, and 63 license. Francis is also a Certified Financial Planner and offers a wide range of financial services, including financial planning, portfolio management, and insurance. Francis currently works with Osaic Wealth, Inc., where they have been employed since January 2025. Prior to that, Francis was employed with CUSO FINANCIAL SERVICES, L.P., VANGUARD MARKETING CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Francis is committed to helping clients achieve their financial goals.
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.
1
2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (EXTON PA)
PA
12/12/2014 - 04/01/2022
CUSO FINANCIAL SERVICES, L.P. (Springfield PA)
PA
07/05/2006 - 11/26/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
08/16/2005 - 07/12/2006
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
PA
08/16/2005 - 07/12/2006
METROPOLITAN LIFE INSURANCE COMPANY (PLYMOUTH MEETING PA)
BC
Issued 07/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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