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 Zovistoski is a financial advisor with over 23 years of experience in the industry. Francis Michael Zovistoski is currently registered with Osaic Wealth, Inc. and holds a Series 7, Series 24, Series 28, Series 66, and Series 99TO license. Francis Michael Zovistoski is also a Certified Financial Planner. Previously, Francis Michael Zovistoski was registered with Securities America, Inc., Securities Service Network, LLC, and Genworth Financial Securities Corporation. Francis Michael Zovistoski has expertise in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ALBANY NY)
NY
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ALBANY NY)
NY
09/19/2007 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (ALBANY NY)
NY
10/31/2000 - 09/17/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (ALBANY NY)
BOTH
Issued 11/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 03/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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