Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Aguilera is a financial advisor with Aviance Capital Partners LLC in Longwood, Florida. Francisco has been in the financial industry for over 12 years. He specializes in providing financial planning and portfolio management services to individuals and businesses. Francisco is a Certified Financial Planner™ and a Chartered Financial Analyst. He is registered to provide investment advice in Florida. Previously, Francisco was a Financial Advisor at Fidelity Brokerage Services LLC in Altamonte Springs, Florida for over 12 years.
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.
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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FL
05/30/2024 - Present
Aviance Capital Partners LLC (LONGWOOD FL)
FL
04/17/2012 - 04/16/2024
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 10/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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