Francesco MorabitoFinancial Adviser
Licensed, Registered or regulated in
- the USA by the Securities and Exchange Commission
Areas of Expertise
- Wealth Management
- Portfolio Management
- Investments
- Tax
- Pension Transfers
- Retirement Planning
Qualifications
- Bachelor’s Degree in accounting and finance.
- CII Level 4 Diploma in Regulated Financial Planning (UK)
- CISI Certificate in Wealth and Investment Management
- CISI Certificate in UAE financial rules and regulations (UAE)
- North American Securities Administrators Association Series 65 Uniform Investment Adviser Law (USA)
Francesco is an accomplished financial adviser with 12 years of experience providing expert advice in various locations. He is a UK and US-qualified financial advisor and is accredited to offer financial guidance in both the UK and the US. Additionally, he has obtained professional qualifications from the Chartered Institute for Securities and Investments (CISI) in the UAE. Francesco offers personalised financial planning and advice to individuals who want to improve, safeguard, and streamline their finances. In addition to providing guidance on UK pensions, investments, ISAs, life insurance, wills and inheritance tax planning, Francesco also represents Hoxton Capital Management in the USA as an Investment Adviser Representative.
