Unclaimed
Francisco Amigo is a financial advisor with over 30 years of experience in the industry. Francisco is a Registered Representative of Janney Montgomery Scott LLC and has held prior roles at Raymond James & Associates, Prudential Securities Incorporated, PRUCO Securities Corporation, The Dreyfus Service Corporation, FN Investment Center, Barnett Investments, Inc., Lehman Brothers Inc., Paine Webber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Francisco specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, corporations, and charitable organizations. Francisco is licensed to provide investment advisory services in Florida and Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
09/06/2017 - Present
Janney Montgomery Scott LLC (Miami FL)
FL
03/05/2001 - 04/11/2017
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
NY
09/22/2000 - 03/15/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/17/1998 - 11/07/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
06/16/1994 - 03/20/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
CA
09/16/1993 - 06/08/1994
FN INVESTMENT CENTER (SACRAMENTO CA)
FL
02/04/1993 - 09/23/1993
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
CA
09/11/1991 - 02/01/1993
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
04/17/1991 - 09/24/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
11/01/1989 - 05/02/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/20/1989 - 10/25/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 08/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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