Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francois? Claim Your ProfileFrancois Dirk Viljoen is a financial advisor with over 16 years of experience in the financial services industry. Francois is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2012. Before that, Francois worked for Morgan Stanley and Citigroup Global Markets Inc. Francois holds Series 7, Series 63, and Series 65 licenses and the SIE exam. Francois has a wide range of experience in providing financial advice to individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
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2
CA
04/06/2016 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
06/01/2009 - 12/10/2012
MORGAN STANLEY (BEVERLY HILLS CA)
CA
10/25/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
08/21/2007 - 10/29/2007
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
VA
04/13/2004 - 08/30/2005
MASON SECURITIES, INC. (RESTON VA)
IA
Issued 09/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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