Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Emory Beaudet is an active investment advisor registered with the state of Connecticut, New York, Rhode Island and South Carolina. Francis joined Osaic Wealth, Inc. in June 2024. Before that, Francis was a financial professional at Securities America, Inc. for four years. Francis has been in the financial industry since 1986. Francis holds Series 7, Series 63, Series 24, Series 26, Series 65, and Series 79TO licenses. Francis specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Francis is dedicated to helping his clients reach their financial goals.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
VA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEESBURG VA)
CT
01/02/1997 - 07/17/2020
INVESTACORP, INC. (SOUTH WINDSOR CT)
NY
05/13/1988 - 01/08/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/21/1986 - 05/24/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 06/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/07/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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