Francisco Saavedra PicCRD Number: 7446885
Current Firm: Cetera Investment Advisers LLC
Francisco Saavedra Pic (CRD# 7446885) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Upper Arlington, OH and has 1 year of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Cetera Investment Services LLC||St Cloud, MN||Oct 2021 - Current||< 1|
|Cetera Investment Advisers LLC||Upper Arlington, OH||Oct 2021 - Current||< 1|
|First Merchants Bank||Columbus, OH||Jul 2018 - Current||3|
|The Ohio Sate University||Columbus, OH||Aug 2015 - May 2020||4|
|Dippin Dots||Dublin, OH||Sep 2015 - Jul 2018||2|
|Target||Columbus, OH||May 2015 - Sep 2015||< 1|
|Ohio University||Athens, OH||Aug 2013 - May 2015||1|
|Carolina Cleaning Company||Columbus, OH||Aug 2009 - May 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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