Unclaimed
Francisco Renato Murillo is a financial advisor with over 15 years of experience in the industry. Francisco is currently registered with Snowden Capital Advisors LLC in Coral Gables, Florida. Previously, Francisco was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Northwestern Mutual Investment Services, LLC, and Ameriprise Financial Services, Inc.. Francisco holds Series 66, Series 7 and SIE licenses and has experience providing financial planning services to individuals, corporations, and charitable organizations. Francisco's specialties include portfolio management, financial planning, and pension consulting.
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.
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.
1
2
FL
06/21/2019 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
11/17/2009 - 06/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
06/01/2009 - 12/14/2009
MORGAN STANLEY SMITH BARNEY (MIAMI BEACH FL)
FL
12/19/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI BEACH FL)
FL
02/22/2007 - 12/13/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)
FL
10/05/2006 - 10/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
BOTH
Issued 02/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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