Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Ottilo is a financial professional with experience in the industry. Francis is currently registered with Equitable Advisors, LLC and previously worked at MORGAN STANLEY. Francis is licensed to offer securities and investment advisory services. They are registered to offer investment advisory services in Pennsylvania and have a Series 7TO and SIE license.
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.
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2
PA
02/15/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
02/03/2023 - 10/26/2023
MORGAN STANLEY (Yardley PA)
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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