Francisco Basterrechea
Professional summary
Francisco Basterrechea, who also goes by Francisco Basterrechea Pappa, is a registered financial professional currently at OAKPOINT SOLUTIONS, LLC located in Tampa, Florida.
Francisco is registered as a RR (Registered Representative) and started their career in finance in 2007. Francisco has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Francisco Basterrechea's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 6, 2022 - Present
OAKPOINT SOLUTIONS, LLC
Office #1: 100 South Ashley Drive Suite 1130, Tampa, FL 33602June 25, 2009 - January 20, 2022
WESTWOOD CAPITAL, LLC
October 4, 2007 - March 12, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/6/2022)
(3/6/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
OAKPOINT SOLUTIONS, LLC
CRD#: 171775 / SEC#: , 8-69477
Contact information
FINRA licenses (47 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
