Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Schuler is a financial advisor with over 30 years of experience. Francis is registered with the state of Pennsylvania as an Investment Advisor Representative. Francis has been with DWD Portfolio Solutions, Inc. since December 2017. Previously, Francis was associated with Cambridge Investment Research, Inc. from 2002 to 2004. Prior to Cambridge, Francis worked at Allegheny Investments, Ltd., Waddell & Reed, Inc., and Equico Securities, Inc. Francis is a Certified Financial Planner. Francis provides financial planning, pension consulting and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
12/12/2017 - Present
DWD Portfolio Solutions, Inc. (PITTSBURGH PA)
IA
05/20/2002 - 12/31/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
PA
12/21/1994 - 05/20/2002
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
KS
02/20/1990 - 12/31/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
07/21/1987 - 04/19/1988
EQUICO SECURITIES, INC.
NY
05/27/1986 - 04/19/1988
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
07/21/1987 - 04/13/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NY
05/27/1986 - 04/13/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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