Unclaimed
Francis Carlson Barazsu is a financial advisor with over 30 years of experience in the industry. Francis is currently registered with Osaic Wealth, Inc. Prior to this, Francis has been affiliated with a number of other firms including Signator Investors, Inc., Securities America, Inc., FSC Securities Corporation, EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, North American Financial Group, Inc. and Mariner Financial Services, Inc.. Francis is also a certified public accountant with a CPA position at Barazsu & Cross P.C.. Francis has Series 7, 63 and 66 registrations in addition to SIE registration. Francis Carlson Barazsu can provide a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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.
1
2
MI
06/04/2024 - Present
Osaic Wealth, Inc. (BINGHAM FARMS MI)
MI
01/10/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
11/12/2002 - 01/18/2011
SECURITIES AMERICA, INC. (BLOOMFIELD HILLS MI)
GA
12/16/1998 - 11/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
03/13/1998 - 12/11/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/13/1998 - 12/11/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MI
12/05/1995 - 03/06/1998
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
FL
02/20/1985 - 11/15/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BOTH
Issued 4/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/7/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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