Francesco Genovese

Current Employers

Employment History

• 10/1999 → 09/2025
  Avantax Investment Services, Inc.
  Wilmington, DE
• 02/2000 → 09/2025
  Avantax Advisory Services
  Wilmington, DE
• 06/2000 → 09/2025
  Avantax Insurance Agency, Llc
  Wilmington, DE
• 01/2022 → Present
  Genoese Wealth Management
  Wilmington, DE
• 01/2022 → Present
  Genoese & Associates, P.A.
  Wilmington, DE
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wilmington, DE
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-02-15 → 2025-09-05
  Avantax Advisory Services
  Wilmington, DE
  Paulsboro, NJ

Other Businesses

1) Francesco Genovese~4550 New Linden Hill Rd, Suite 100B First Floor; Wilmington, DE; Product Sales/Marketing/Leasing Misc. Insurance Sales Agent~4/21/2003~1hrs~0hrs~health insurance sales 2) GENOESE WEALTH MANAGEMENT-POSITION: Consultant NATURE: I work with Leandro Genoese who is the owner of the entity. We review tax returns and other documents to help clients with tax planning, investment planning and retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/26/2022 ADDRESS: 4550 Linden Hill Rd, Suite 100, Wilmington DE 19808, United States DESCRIPTION: I help Leandro review tax documents and investment documents for tax planning. We discuss tax strategies after reviewing these documents. We then will speak with tax clients to implement those strategies. We will use information for tax planning such as tax loss harvesting and to review capital gains exposure. 3) GENOESE & ASSOCIATES, P.A.-POSITION: Non paid consultant NATURE: Leandro Genoese is the owner of Genoese & Associates, P.A. and Genoese. Genoese & Associates, P.A. is a tax firm. I consult with Leandro regarding mutual and future clients. We do tax returns for clients. I help gather and enter tax data into tax software. Lee Genoese reviews and files tax returns for clients. We share office space, we share email, we share company website, we share fax and computer services. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/25/2022 ADDRESS: 4550 Linden Hill Rd, Suite 100, Wilmington DE 19808, United States DESCRIPTION: Leandro and I review client information and Leandro completes tax returns. I may help input tax information into tax software. I may help gather and assemble tax organizer information. I will call and ask clients questions related to tax return input if items are not disclosed on the organizer. I interact with staff to communicate to clients as well related to tax returns. Clients may call me to find out status of tax returns filings.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-01

Other Names

• Frank Genovese
• Francesco Genovese