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Holly Kristen Francescone

Money Concepts Capital Corp.

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About Holly Kristen Francescone

Holly Kristen Francescone is a financial advisor with Money Concepts Capital Corp. Holly has been in the financial industry since 2020 and has a Series 7TO, Series 63, and Series 66 license. Holly's areas of expertise include financial planning, portfolio management for businesses, and portfolio management for individuals. Holly is registered in the following states: California, Florida, Illinois, Indiana, New Jersey, Pennsylvania, and Wisconsin. Holly's firm, Money Concepts Capital Corp. specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Money Concepts Capital Corp. is registered with the Securities and Exchange Commission and has been in business since 1996.

Firm Information

Holly Francescone is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Holly Francescone’s Registration & Firm History

WI

12/14/2020 - Present

Money Concepts Capital Corp. (Kaukauna WI)

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Licenses & Designations

BOTH

Issued 12/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly Kristen Francescone.
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