Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Llano is a financial advisor registered with Morgan Stanley. Francisco has over 15 years of experience in the financial services industry, with a previous role at BBVA Securities Inc. Francisco is also registered as an investment advisor representative in Texas. Francisco has a broad range of experience in helping individuals, families and businesses achieve their financial goals. Francisco offers a variety of services, including financial planning, portfolio management, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
12/07/2020 - Present
Morgan Stanley (Houston TX)
TX
05/16/2013 - 12/07/2020
BBVA SECURITIES INC. (HOUSTON TX)
AZ
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (TUCSON AZ)
TX
09/04/2006 - 07/01/2009
BBVA INVESTMENTS INC. (HOUSTON TX)
BOTH
Issued 12/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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