Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Kenia is a financial advisor with over 30 years of experience in the industry. Francis is currently registered with LPL Financial LLC and has held previous positions with INTEGRATED RESOURCES EQUITY CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS FINANCIAL SERVICES INC.. Francis is licensed to offer investment advice in Florida, Montana, New Jersey, Pennsylvania, Puerto Rico, and Tennessee. Francis also offers a variety of services to clients including financial planning, portfolio management for businesses and individuals, and pension consulting. Francis has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/19/2015 - Present
LPL Financial LLC (FACTORYVILLE PA)
NA
02/06/1987 - 08/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/10/1985 - 02/24/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
06/10/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 09/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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