Unclaimed
Francisco Javier Gil is a financial advisor who has been in the industry since 1989. Francisco Javier Gil is currently registered with Raymond James Financial Services Advisors, INC. Francisco Javier Gil has also worked with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Francisco Javier Gil holds several licenses including Series 3, Series 7 and Series 63 and Series 65. Francisco Javier Gil's firm, Raymond James Financial Services Advisors, Inc., provides financial planning, investment management, and other advisory services. The firm's assets under management are approximately $275 billion.
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. (Chalfont 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 2/9/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/1992
Series 3 - National Commodity Futures Examination
BC
Issued 1/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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