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Valeria Francisco

Nationwide Investment Services Corp.

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About Valeria Francisco

Valeria Francisco is a financial professional with over 25 years of experience in the industry. Valeria is currently registered with Nationwide Investment Services Corp. Previously, Valeria worked at Philadelphia Financial Distribution Company, Hartford Equity Sales Company Inc., and First Priority Investment Corporation. Valeria holds the Series 6, Series 99TO, and SIE licenses.

Firm Information

Valeria Francisco is currently registered with Nationwide Investment Services Corp.. Nationwide Investment Services Corp. is a corporation formed in 1974 and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has a history of 4 disclosures related to regulatory events and 1 related to arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

1,204

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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Valeria Francisco’s Registration & Firm History

OH

04/24/2014 - Present

Nationwide Investment Services Corp. (COLUMBUS OH)

PA

07/16/2012 - 03/07/2014

PHILADELPHIA FINANCIAL DISTRIBUTION COMPANY (PHILADELPHIA PA)

NJ

02/15/1999 - 07/16/2012

HARTFORD EQUITY SALES COMPANY INC. (FLORHAM PARK NJ)

NJ

06/18/1997 - 12/31/1998

FIRST PRIORITY INVESTMENT CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valeria Francisco.
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