Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Javier Espaillat is a financial advisor in San Antonio, TX with over 10 years of experience in the financial services industry. Francisco is currently registered with Titleist Asset Management, LLC and has previously been registered with Morgan Stanley, Park Avenue Securities LLC, and Fidelity Brokerage Services LLC. Francisco holds the Series 66, Series 7 and SIE licenses. Francisco provides financial planning, portfolio management for businesses and individuals and selection of other advisors.
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.
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TX
10/31/2023 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
TX
08/19/2020 - 03/11/2022
MORGAN STANLEY (Austin TX)
TX
10/15/2019 - 05/22/2020
PARK AVENUE SECURITIES LLC (FORT WORTH TX)
FL
03/02/2016 - 05/23/2018
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
FL
05/10/2013 - 02/16/2016
MORGAN STANLEY (TAMPA FL)
FL
04/27/2012 - 10/25/2012
MORGAN STANLEY (SARASOTA FL)
FL
09/20/2011 - 01/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
BOTH
Issued 05/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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