Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Gillis is an Investment Advisor Representative and Registered Representative with Wellth Advisory Services, LLC. Francis has been in the industry since 1986 and holds a Series 6, 7, 22, 24, 63, and 65 license. Francis is registered in Colorado, Michigan, and Texas. Francis previously worked at GEnEOS Wealth Management, Inc., Community Bankers Securities, LLC, Raymond James Financial Services, Inc., Multi-Financial Securities Corporation, and Waddell & Reed, Inc. In addition to the advisory role, Francis works as an Independent Agent for various Insurance and Annuity products. Francis works in a non-fiduciary role with Pretekt LLC, providing Healthcare Consulting. Francis also provides third-party retirement plan consulting to other advisors through Dynamic Wealth Advisors.
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.
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2
IL
02/14/2025 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
CO
04/17/2006 - 02/24/2012
GENEOS WEALTH MANAGEMENT, INC. (FT COLLINS CO)
CO
09/11/2003 - 04/17/2006
COMMUNITY BANKERS SECURITIES, LLC (FT COLLINS CO)
FL
09/18/1996 - 09/08/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CO
07/01/1988 - 09/23/1996
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
12/01/1986 - 07/19/1988
WADDELL & REED, INC.
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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