Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Abelardo Salaverry is a financial advisor with over 6 years of experience. Francisco is registered with the state of Texas and has passed the Series 65, 66, 7 and SIE exams. Francisco has worked for both Wells Fargo Clearing Services, LLC and Morgan Stanley before joining Fisher Investments. Francisco specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Francisco also provides financial planning services and portfolio assessment services. Francisco is committed to helping his clients achieve their financial goals.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/15/2024 - Present
Fisher Investments (PLANO TX)
TX
10/24/2018 - 07/07/2021
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
10/26/2017 - 10/15/2018
MORGAN STANLEY (DALLAS TX)
IA
Issued 02/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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