Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Lawrence Woods is a financial advisor with Ameritas Advisory Services, LLC. Francis has been in the financial services industry since 1996. Francis is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Francis is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Francis has a Series 7, Series 6, Series 22, Series 63, and Series 65 license. Francis has over 25 years of experience providing financial advice to individuals, families, and businesses. Francis specializes in financial planning, retirement planning, and investment management.
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.
Solicitor fees
1
2
IN
07/15/2023 - Present
Ameritas Advisory Services, LLC (Carmel IN)
IN
04/04/1996 - 02/06/2009
EQUITY SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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