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 Queally is a financial advisor with over 40 years of experience in the industry. Francis Xavier has a wide range of experience, having worked with firms such as AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Francis Xavier currently works for M Holdings Securities, Inc. where Francis Xavier is a Registered Representative and Investment Advisor Representative. Francis Xavier specializes in providing a variety of financial services including financial planning, portfolio management, educational seminars, and pension consulting. Francis Xavier is also licensed to provide insurance and has a Chartered Financial Consultant designation.
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
CT
08/28/2018 - Present
M Holdings Securities, Inc. (DARIEN CT)
CT
05/04/1982 - 11/08/2010
AXA ADVISORS, LLC (STAMFORD CT)
NY
05/04/1982 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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