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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Almada is an investment advisor representative with Fidelity Personal And Workplace Advisors in Tucson, Arizona. Francisco has been in the financial industry since November 2018. Francisco is a licensed Series 66, Series 24, Series 4 and Series 7TO representative. Francisco has a strong track record of success in helping individuals and families achieve their financial goals. Francisco provides financial planning, educational seminars, and portfolio management services. Francisco is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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.
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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2
AZ
08/09/2023 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
AZ
11/19/2018 - 06/05/2023
UNION CAPITAL COMPANY (TUCSON AZ)
BOTH
Issued 10/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2020
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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