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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Leontitsis is a registered representative with Morgan Stanley. Francis Leontitsis has been in the industry since April 12, 2015 and has a combined total of 26 registrations. Francis Leontitsis is registered with the Securities and Exchange Commission as an investment advisor representative in Florida and Texas. Francis Leontitsis has passed the Series 66, Series 7 and SIE exams. Francis Leontitsis has a history of working at Raymond James & Associates, Inc. in Port Charlotte, Florida as well as Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in Punta Gorda, Florida. Francis Leontitsis is also currently a Director for the Boys and Girls Clubs of Charlotte County. Francis Leontitsis works with individuals, high net worth individuals, corporations, and investment clubs. Francis Leontitsis provides asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
07/17/2020 - Present
Morgan Stanley (Punta Gorda FL)
FL
04/13/2015 - 07/17/2020
RAYMOND JAMES & ASSOCIATES, INC. (PORT CHARLOTTE FL)
BOTH
Issued 05/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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