Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Egan Dardis is a Senior Financial Advisor with Honkamp Krueger Financial Services. Francis is a registered representative of Avantax Planning Partners, Inc. Francis has been in the financial services industry since 2002. Francis is a licensed advisor in Iowa and has a number of industry certifications, including Series 6, 7, 63, 66 and the SIE. Francis specializes in financial planning and wealth management, offering a range of services to individuals, families, and businesses.
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.
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
IA
02/25/2013 - Present
Avantax Planning Partners, Inc. (DUBUQUE IA)
IA
04/10/2013 - 09/30/2020
PROEQUITIES, INC. (DUBUQUE IA)
NE
08/07/2009 - 02/27/2013
TD AMERITRADE, INC. (OMAHA NE)
IA
04/30/2005 - 01/27/2009
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
CT
01/07/2002 - 04/30/2005
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BOTH
Issued 10/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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