Unclaimed
Francisco Jose Bido is a registered Investment Advisor Representative with F/m Investments LLC. Francisco has been in the financial services industry for over 7 years. Francisco obtained the Series 65 license on February 16, 2016. Francisco has experience working with clients such as High Net Worth Individuals, Insurance Companies, Investment Companies, Charitable Organizations, Other Investment Advisors, Pension And Profit Sharing Plans, Corporations Or Other Businesses, and Individuals Other Than High Net Worth. Francisco is associated with the firm F/m Investments LLC, which has a total of 3530 accounts with assets under management of $12,845,275,039.
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.
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.
Strategic management for diversified investment portfolios.
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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DC
04/16/2020 - Present
F/m Investments LLC (WASHINGTON DC)
IA
Issued 02/16/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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