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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 Ephraim Lemieux is a financial advisor registered with Osaic Wealth, Inc. Francis has over 33 years of experience in the financial industry and is licensed to provide financial advice in Florida, Massachusetts, New Hampshire, North Carolina, South Carolina, and Texas. Francis is a Series 6 and 63 licensed advisor, and has passed the SIE exam.
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
MA
08/23/2024 - Present
Osaic Wealth, Inc. (Marshfield MA)
MA
04/19/2013 - 08/23/2024
TRIAD ADVISORS LLC (Marshfield MA)
MA
08/28/2009 - 04/19/2013
SUNSET FINANCIAL SERVICES, INC. (MARSHFIELD MA)
MA
10/13/2008 - 07/14/2009
INVESTORS CAPITAL CORP. (MARSHFIELD MA)
MA
03/24/1995 - 10/14/2008
LPL FINANCIAL CORPORATION (MARSHFIELD MA)
MN
08/03/1994 - 03/31/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/14/1990 - 03/31/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 11/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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