Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Post is an experienced financial advisor with over 18 years in the industry. Francis is currently registered with LPL Financial LLC, a firm with a strong reputation for providing a wide range of investment and advisory services. Previously, Francis worked at firms such as PURSHE KAPLAN STERLING INVESTMENTS and Cambridge Investment Research, Inc. Francis holds multiple licenses including Series 7, Series 6, Series 63 and Series 65 and has a strong commitment to providing personalized financial advice to individuals, families, and businesses. Francis specializes in helping clients achieve their financial goals through a comprehensive approach that includes financial planning, investment management, and retirement planning.
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
09/01/2023 - Present
LPL Financial LLC (WYOMISSING PA)
PA
03/02/2009 - 09/23/2019
PURSHE KAPLAN STERLING INVESTMENTS (WYOMISSING PA)
PA
08/16/2005 - 11/12/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (READING PA)
MO
12/07/2004 - 08/08/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 04/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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