Unclaimed
Francisco Correa is a financial advisor who is registered with W&S Brokerage Services, Inc. in Westlake, Texas. Francisco is an active advisor who provides financial advice for individuals and other investment advisors. Francisco has been in the industry since September 24, 2001. Francisco is registered with the state of Texas and has passed the Series 6, Series 63, and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
10/18/2021 - Present
W&S Brokerage Services, Inc. (Westlake TX)
TX
08/31/2020 - 09/07/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (SUGARLAND TX)
TX
04/18/2000 - 05/03/2019
ALLSTATE FINANCIAL SERVICES, LLC (GRAPEVINE TX)
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Francisco Correa is the right advisor for you? Invested Better is here to help.