Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Pisano is a Registered Representative with Oppenheimer & Co. Inc. Francis Pisano is licensed in 18 states and has been in the securities industry since 1994. Prior to joining Oppenheimer & Co. Inc. Francis worked at Fahnestock & Co. Inc., and Dean Witter Reynolds Inc. Francis also serves on the Board of Trustees for the Birmingham, Michigan Public Library. The focus of Francis’s work is in the areas of investment advisory, portfolio management, and financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
12/16/2015 - Present
Oppenheimer & Co. Inc. (BIRMINGHAM MI)
NY
11/07/1994 - 06/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/29/1994 - 11/25/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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