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Hugo Petricioli

Franklin Distributors, LLC

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About Hugo Petricioli

Hugo Petricioli is a financial professional with over 20 years of experience in the industry. Hugo is currently registered with Franklin Distributors, LLC and has previously held positions with Templeton/Franklin Investment Services, Inc., Franklin/Templeton Distributors, Inc., Global Strategic Investments, LLC, First Capital Securities, Inc. and Banorte Securities International, LTD.. Hugo holds a Series 7, Series 24, Series 63, and SIE licenses. Hugo is registered in California, Florida, New York and Texas.

Firm Information

Hugo Petricioli is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

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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Hugo Petricioli’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (MIAMI FL)

CA

07/27/2007 - 07/07/2021

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)

CA

08/09/2007 - 03/13/2012

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

CA

07/18/2007 - 08/03/2007

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

NY

04/01/2005 - 06/15/2007

GLOBAL STRATEGIC INVESTMENTS, LLC (BROOKLYN NY)

FL

05/10/2004 - 04/01/2005

FIRST CAPITAL SECURITIES, INC. (MIAMI FL)

TX

08/24/2001 - 03/08/2004

BANORTE SECURITIES INTERNATIONAL, LTD. (HOUSTON TX)

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Licenses & Designations

BC

Issued 12/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hugo Petricioli.
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