Unclaimed
Francis Adams has been working in the financial services industry since 1999. Francis is currently registered with Aon Securities LLC in Atlanta, Georgia and is licensed to conduct business in the state of Georgia. Francis previously worked at Westport Financial Services, L.L.C. in Jacksonville, Florida. Francis holds the Series 6, Series 63 and SIE licenses.
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.
Fairness opinions
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.
1
2
GA
01/03/2000 - Present
AON Securities LLC (Atlanta GA)
FL
03/29/1999 - 12/20/1999
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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