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 Sanchez is a financial advisor with AWM Capital, LLC. Francisco is a Certified Financial Planner® professional and holds the Series 7 and Series 66 licenses. Francisco has been in the financial services industry since 2015. Francisco Javier Sanchez has experience working with Ameriprise Financial Services, Inc. and Capital Group in the past. Francisco Javier Sanchez specializes in providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles.
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.
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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CA
07/26/2024 - Present
AWM Capital, LLC (Pasadena CA)
CA
07/10/2015 - 04/17/2018
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 09/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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