Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Salas is an investment advisor representative with United Advisor Group, based in Cincinnati, Ohio. Francisco has been in the industry since 1985 and holds licenses in both Broker/Dealer and Investment Advisor, currently registered in Hawaii. Francisco has a strong track record of providing financial advice to individuals, families, and businesses, specializing in retirement planning, investment management, and insurance.
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.
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
OH
01/28/2025 - Present
United Advisor Group (CINCINNATI OH)
NA
11/06/2002 - 01/29/2010
ADVISORS UNLIMITED (HAGATNA )
NA
10/12/1998 - 10/31/2000
ASIA PACIFIC INVESTORS SERVICES (HAGATNA )
NJ
05/21/1990 - 10/06/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/21/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MA
04/26/1985 - 05/03/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 09/20/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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