Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Romero carrasquillo is an Investment Advisor Representative with Knights Of Columbus Asset Advisors LLC. Francisco holds a Series 65 license and is registered in Nebraska. Francisco has been in the industry since August 2022 and previously worked with Knights of Columbus Insurance, St. Gregory the Great Seminary, Ite ad Thomam Institute, and St. John Bosco High School. Francisco's areas of specialization include providing investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Francisco also specializes in offering pension consulting 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.
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.
A percentage of the total value of assets under management is charged.
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NE
11/17/2023 - Present
Knights OF Columbus Asset Advisors LLC (Lincoln NE)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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