Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Escalera is a financial advisor registered with Edward Jones and has been in the industry since 2014. He specializes in providing financial planning, pension consulting, and selection of other advisors, portfolio management for businesses and individuals. Francisco has been registered with multiple firms throughout his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Securities, LLC, BB&T Investment Services, Inc., and Wells Fargo Advisors, LLC. His current firm, Edward Jones, is a large financial services firm with over $10 billion in assets under management. They specialize in providing financial services to individuals, businesses, and institutions.
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.
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.
See schedule d - miscellaneous
1
2
TX
01/14/2022 - Present
Edward Jones (MIDLAND TX)
TX
09/10/2019 - 01/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)
TX
01/02/2018 - 07/22/2019
BB&T SECURITIES, LLC (MIDLAND TX)
TX
12/12/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ODESSA TX)
TX
11/04/2013 - 11/16/2016
WELLS FARGO ADVISORS, LLC (ODESSA TX)
BOTH
Issued 01/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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