Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Michael Gargano is an Investment Advisor Representative at Creativeone Wealth, LLC, with over 20 years of experience in the financial services industry. Francis is a Chartered Financial Consultant and holds FINRA Series 6, 7, 26, and 63 licenses. Francis is registered to provide investment advisory services in New Jersey, New York, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
NJ
05/03/2024 - Present
Creativeone Wealth, LLC (Green Village NJ)
NJ
10/28/2019 - 05/17/2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Springfield NJ)
NJ
11/08/2004 - 11/06/2019
AMERITAS INVESTMENT CORP. (SPRINGFIELD NJ)
NY
01/14/2003 - 10/19/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
07/11/2001 - 12/17/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
06/19/1992 - 06/11/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/19/1992 - 06/11/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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