Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Xavier Schiavetti is a financial advisor with over 40 years of experience in the industry. Francis is currently registered with A.g.p. / Alliance Global Partners in New York, NY. Francis has held previous positions with firms like Stoever, Glass & Company Inc., Aegis Capital Corp, Citigroup Global Markets Inc. and Wells Fargo Advisors, LLC. Francis provides financial planning, portfolio management, and selection of other advisers for individuals, businesses, and pooled investment vehicles. Francis is also a Registered Principal and holds the Series 7, Series 63, Series 65, and Series 53 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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
12/15/2023 - Present
A.g.p. / Alliance Global Partners (New York NY)
FL
06/29/2021 - 12/18/2023
STOEVER, GLASS & COMPANY INC. (Boca Raton FL)
NY
10/23/2018 - 06/24/2021
STOEVER, GLASS & COMPANY INC. (NEW YORK NY)
FL
03/04/2016 - 11/21/2018
AEGIS CAPITAL CORP. (BOCA RATON FL)
FL
03/28/2014 - 03/09/2016
CITIGROUP GLOBAL MARKETS INC. (DELRAY BEACH FL)
FL
08/20/2010 - 03/20/2014
MORGAN STANLEY (DELRAY BEACH FL)
FL
10/27/2006 - 08/20/2010
WELLS FARGO ADVISORS, LLC (DELRAY BEACH FL)
FL
09/15/2004 - 11/08/2006
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
NY
08/18/2003 - 07/02/2004
MAGNA SECURITIES CORP. (NEW YORK CITY NY)
MO
07/01/2003 - 08/21/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/22/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/23/1979 - 10/08/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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Nasdaq Stock Market
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