Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Albert Bautz is an Investment Advisor Representative with Merit Financial Advisors. Francis has been in the securities industry since June 1999 and holds both Broker-Dealer and Investment Advisor licenses. Francis has a long history of working with both individuals and businesses, and has a strong understanding of financial planning and portfolio management. Francis's primary focus is on assisting clients with their financial goals and building long-term relationships.
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.
Consulting fees
1
2
FL
09/02/2020 - Present
Merit Financial Advisors (Boynton Beach FL)
FL
07/29/2009 - 08/16/2024
LPL FINANCIAL LLC (BOYNTON BEACH FL)
FL
01/02/2003 - 07/30/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (LAKE WORTH FL)
IN
01/02/2003 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
03/08/2000 - 01/21/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
06/15/1999 - 02/23/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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