Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Rio Francisco is a financial professional with over 20 years of experience in the industry. Michele is currently registered with Curi RMB Capital, LLC in Illinois. Michele is also a Certified Financial Planner and holds Series 63, Series 65 and Series 7 licenses. Before joining Curi RMB Capital, LLC, Michele worked at UBS Financial Services Inc., Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc. Michele specializes in providing financial planning, portfolio management and pension consulting services to high net worth individuals, corporations, investment companies, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
03/29/2007 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NJ
01/09/2001 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/01/2000 - 01/23/2001
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
07/07/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 03/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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