Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Lepore is an investment advisor representative at Bleakley Financial Group, LLC, where Francis has been with the firm since February 2015. Francis is also a registered investment advisor. Francis has been in the securities industry since October 2003 and has a total of 19 years of experience. Francis provides financial planning and investment advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations. Francis is licensed to provide investment advisory services in Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Virginia. Francis holds Series 6, 7, 63, and 66 securities licenses.
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.
Non-investment consulting/implementation services
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.
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2
NJ
06/29/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
10/28/2003 - 02/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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