Unclaimed
Michael Gianfrancesco is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered with Allstate Financial Services, LLC and holds Series 6, 7, and 63 licenses, as well as the SIE exam. Michael has previously worked with UBS PaineWebber Inc. and David Lerner Associates, Inc.. Michael is registered in Florida, New Jersey, New York, Pennsylvania, and Tennessee.
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.
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.
1
2
NY
05/08/2003 - Present
Allstate Financial Services, LLC (Deer Park NY)
NJ
11/19/1999 - 05/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/27/1995 - 12/02/1999
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 06/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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