Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Celona is a financial professional with over 20 years of experience in the financial services industry. Francis is currently registered with Cambridge Investment Research Advisors, Inc. Prior to that, Francis worked with Securities America, Inc. and 1st Global Capital Corp., among other firms. Francis holds both Series 7 and Series 66 licenses as well as the SIE. Francis specializes in providing financial planning, portfolio management, and investment advisory services for both 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
08/16/2023 - Present
Cambridge Investment Research Advisors, Inc. (Rochester NY)
NY
02/12/2019 - 12/31/2021
SECURITIES AMERICA, INC. (VICTOR NY)
NY
12/14/2017 - 02/20/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (VICTOR NY)
NY
06/20/2012 - 12/11/2017
1ST GLOBAL CAPITAL CORP. (PITTSFORD NY)
NY
01/03/2001 - 06/29/2012
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
BOTH
Issued 01/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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