Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Wenderski is a financial advisor at Regal Investment Advisors LLC, a firm with over 100 investment advisor representatives and approximately $2.55 Billion in regulatory assets under management. Francis is a Certified Financial Planner™ who has been in the financial services industry since 2003. Francis specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Francis has a history of working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
Third party fees
1
2
MI
01/03/2023 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
05/30/2003 - 01/10/2023
AVANTAX INVESTMENT SERVICES, INC. (TROY MI)
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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