Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franco? Claim Your ProfileFranco Biasi is an Investment Advisor Representative at Captrust. Franco is registered in Florida with a Series 65 license and is also a Series 6 and Series 26 licensed professional. Franco has over 20 years of experience in the financial services industry and has held previous positions at LPL Financial, CUNA Brokerage Services, Nationwide Investment Services Corporation, Hartford Securities Distribution Company, and Hartford Equity Sales Company. Franco specializes in financial planning, portfolio management, and pension consulting. Franco has a proven track record of success in helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/03/2024 - Present
Captrust (Tampa FL)
FL
05/18/2022 - 12/20/2023
LPL FINANCIAL LLC (TAMPA FL)
FL
08/03/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
10/17/2011 - 07/17/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (TAMPA FL)
FL
01/01/2009 - 09/20/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (TAMPA FL)
FL
09/11/2003 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (TAMPA FL)
MD
10/25/1999 - 04/26/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 01/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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