9400 Fountain Medical Ct Ste B-100
Bonita Springs, FL 34135, US
Jeremy Francioli is a personal CFO/Financial Advisor with Invst a SEC registered investment advisor and holds his Securities licenses with PKS investments.. Jeremy attended the University of Wisconsin Steven Point and received his undergraduate degree in Business Administration with a minor in Spanish. In furtherance of his education, he attended Marquette University where he received his Masters Degree in Business Administration (MBA) with an emphasis in Finance. Jeremy became a Certified Investment Management Analyst (CIMA) designation through the Investment Management Consulting Association from the Wharton School of Business.
Jeremy is actively working in the financial service industry over 23 years. Jeremy holds securities licenses Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Advisor Law) licenses. Jeremy is also a Registered Social Security Analyst (RSSA) and has extensive training and knowledge on social security claiming strategies.
Jeremy is also an Enrolled Agent tax professional. An enrolled agent represents taxpayers before the Internal Revenue Service (IRS), including preparing individual and business income tax returns. Enrolled agents, like Certified Public Accountants (CPAs), are generally unrestricted as to which taxpayers they can represent or what types of tax matters they can handle. In addition, Jeremy holds an Active Florida Real Estate Sales Associate License and his Life, Health and Variable Annuity Insurance License.
Jeremy has taught numerous seminars at conferences and events to financial advisors, tax professionals, investors on the topics of Private Equity, Private Debt Investments, Real Estate Investment Trusts, 1031 Exchanges and Delaware Statutory Trusts (DST), Social Security and Financial Planning.
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