Francesca Serena Silvestro

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → Present
  Sii / John Hancock Financial Network
  Gold River, CA
• 08/2016 → Present
  Arizona State
  Tempe, AZ
• 08/2009 → Present
  San Francisco State University
  San Francisco, CA
• 10/2015 → Present
  Legendary Production
  Burbank, CA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Mission Viejo, CA

Other Businesses

1. FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/16/2019 ADDRESS: 27839 Lentiscal #35, Mission Viejo CA 92692, United States DESCRIPTION: I am a Registered Rep/Agent working with my step-dad under his DBA of Nathan Financial Services because when he retires I will be taking over as succession planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-01
• S63 Uniform Securities Agent State Law Examination
  2019-04-24

Other Names

• Francesca S Sanges