Unclaimed
Francisco Hernan Salonia-ruzo is a financial advisor with over 20 years of experience in the industry. Francisco has a Series 63, Series 65, and Series 7 licenses as well as a SIE designation. Francisco has experience with J.P. MORGAN SECURITIES INC. and currently works with BAU Advisors. Francisco specializes in portfolio management and offers financial planning services. Francisco is an active Investment Advisor Representative with a current registration in Florida.
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.
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
FL
01/01/2025 - Present
BAU Advisors (MIAMI FL)
NY
12/03/1997 - 02/22/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 02/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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