Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Timothy Francis is a financial advisor with over 25 years of experience in the industry. Anthony is currently registered with Osaic Wealth, Inc. and has previously worked at several other firms, including Securities America, Inc., MML Investors Services, LLC, Prime Capital Services, Inc., and Royal Alliance Associates, Inc. Anthony is licensed to provide investment advice in multiple states, and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Anthony is committed to providing personalized service and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (UNIONDALE NY)
NY
09/03/2013 - 06/14/2024
SECURITIES AMERICA, INC. (NEW YORK NY)
NY
08/27/2001 - 09/12/2013
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
01/14/1999 - 09/05/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
06/09/1998 - 01/14/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
08/22/1995 - 09/23/1996
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Francis is the right advisor for you? Invested Better is here to help.
