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 Gil is an investment advisor with over 30 years of experience in the financial services industry. Francisco Javier is a registered representative with Raymond James Financial Services Advisors, Inc. located in Huntingdon Valley, PA. Previously, Francisco Javier worked at WELLS FARGO CLEARING SERVICES, LLC in JENKINTOWN, PA, and before that at PRUDENTIAL SECURITIES INCORPORATED in NEW YORK, NY. Francisco Javier holds multiple industry licenses including Series 3, 7, and 63, as well as the Series 65 and SIE exams. Francisco Javier specializes in providing a range of financial planning and portfolio management services to individual and business clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
03/21/2024 - Present
Raymond James Financial Services Advisors, Inc. (Huntingdon Valley PA)
PA
07/01/2003 - 03/26/2024
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
NY
01/24/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1992
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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