Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis McRoberts is a financial advisor with over 40 years of experience in the industry. Francis is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT and currently works at Osaic Wealth, Inc. Francis is registered in 27 states and offers advisory services such as financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Francis is a dedicated professional with a passion for helping clients achieve their financial goals.
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
HI
11/03/2017 - Present
Osaic Wealth, Inc. (KAILUA HI)
GA
05/19/1995 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
GA
04/11/1995 - 05/23/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
02/08/1994 - 03/30/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
08/25/1989 - 12/31/1993
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
07/15/1987 - 08/25/1989
PFG SECURITIES, INC.
NA
03/04/1983 - 07/20/1987
AMERICAN PACIFIC SECURITIES CORPORATION
NA
09/10/1975 - 11/04/1983
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
02/23/1982 - 10/06/1982
E. A. BUCK CO., INC.
NA
09/10/1975 - 03/03/1982
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 12/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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