Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Martin Beam is a financial advisor at Captrust in Wilmington, North Carolina. Francis has been in the industry since 2001 and is registered as a registered representative in multiple states. Francis is a Series 6, Series 63 and Series 65 licensed representative. Francis has previous experience with CETERA ADVISOR NETWORKS LLC, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Francis specializes in providing financial planning and investment advice to individuals, businesses and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
02/03/2020 - Present
Captrust (Wilmington NC)
NC
11/04/2005 - 02/04/2020
CETERA ADVISOR NETWORKS LLC (WILMINGTON NC)
WI
05/10/2001 - 11/08/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/10/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
02/20/2001 - 04/20/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 11/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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