Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Lieberum is a financial advisor with over 20 years of experience in the industry. Francis has a strong background in providing financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Francis is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ. Prior to joining Osaic Wealth, Inc. Francis was a registered representative with Triad Advisors LLC and Securities America, Inc. Francis holds a Series 6, 7, 24 and 66 license and is also a SIE exam holder. Francis is dedicated to providing his clients with personalized financial advice and guidance to help them reach 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.
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AZ
08/15/2017 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/17/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/15/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/15/2017 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/27/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
06/10/2002 - 01/28/2004
NFP SECURITIES, INC. (AUSTIN TX)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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