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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Magno is an investment advisor representative with Cetera Investment Advisers LLC. Francis has been in the industry since 1995. Francis is registered with the state of Pennsylvania. Francis has been associated with Cetera Investment Advisers LLC since February 11, 2014. Francis is also registered with Cetera Investment Services LLC and First National Bank of PA. Francis provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Francis has experience with clients that are high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Francis's specializations include Retirement, Insurance, Investments, Annuities, and College Savings.
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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2
PA
02/11/2014 - Present
Cetera Investment Advisers LLC (NEW CASTLE PA)
PA
03/03/2009 - 02/13/2014
LPL FINANCIAL LLC (PROSPECT PA)
PA
10/11/2004 - 03/10/2009
INVEST FINANCIAL CORPORATION (GROVE CITY PA)
CA
05/01/2003 - 10/20/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
03/15/2002 - 05/01/2003
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
MI
02/11/1999 - 01/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
GA
10/08/1997 - 11/04/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
09/07/1995 - 07/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/1995 - 07/07/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
12/13/1994 - 01/14/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
05/06/1994 - 08/16/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 10/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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