Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Xavier Longley is a financial advisor who has been active in the industry since 1996. Francis currently works with LPL Financial LLC, where Francis is registered to provide investment advice and securities services. Francis's experience includes past roles at Legg Mason Wood Walker, Incorporated, 1st Global Capital Corp., and CFS Brokerage Corp.. Francis's career includes holding a Series 63, SIE, and Series 6 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
10/27/2005 - Present
LPL Financial LLC (SYKESVILLE MD)
MD
01/14/2003 - 11/08/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TX
10/02/1996 - 12/18/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
07/30/1996 - 09/25/1996
CFS BROKERAGE CORP. (NEW YORK NY)
BC
Issued 12/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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