Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Sobieski is a financial advisor with over 10 years of experience in the industry. Francis is currently registered with Avantax Advisory Services. Francis is also a registered representative and investment advisor representative with Avantax Investment Services, Inc. Francis has a strong background in accounting and tax preparation. He is also a licensed insurance agent. Francis is committed to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals. Francis has a long history of experience working with individual clients, as well as small businesses and pension plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
11/09/2015 - Present
Avantax Advisory Services (South Deerfield MA)
MA
01/30/2013 - 10/22/2015
PFS INVESTMENTS INC. (WESTFIELD MA)
MA
01/01/2012 - 12/11/2012
H.D. VEST INVESTMENT SERVICES (SOUTH DEERFIELD MA)
IA
Issued 02/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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