Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francois? Claim Your ProfileFrancois Ducroux is an investment advisor representative with Bay Colony Advisors. Francois has been in the industry for over 20 years. Francois is registered to provide investment advice in Massachusetts and Texas. Francois has passed the Series 7, Series 31, Series 63, Series 65 and SIE exams. Francois is a highly experienced advisor with a long history of success in the financial services industry. Francois specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, and businesses. Francois has worked with a wide range of clients, helping them achieve their financial goals. Prior to joining Bay Colony Advisors, Francois worked at Winslow, Evans & Crocker, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Platform fee from sub-advisers
1
2
MA
02/23/2023 - Present
BAY Colony Advisors (CONCORD MA)
MA
09/25/2009 - 07/16/2020
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
12/02/2005 - 09/28/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MO
05/19/2000 - 12/09/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/04/1999 - 05/23/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/06/1998 - 01/05/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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