Francisco Saavedra Pic, financial advisor Upper Arlington OH

Francisco Saavedra Pic

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Francisco D. Saavedra Pic
Phone Number: 888-528-2987
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    35,762
    MILLIONS
  • Total Number of Accounts
    169,758
    ACCOUNTS
  • Average Account Value
    $210,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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