Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Guerra is a registered investment advisor representative with Creativeone Securities, LLC. Francisco has been in the securities industry since 2003. Francisco holds the Series 6, 7, and 66 securities licenses and is also registered to provide investment advice in the state of Texas. Francisco has previously been employed by BBVA Securities Inc, BBVA Compass Investment Solutions, Inc., Woodbury Financial Services, Inc., Chase Investment Services Corp., Genworth Financial Securities Corporation, and Terra Securities Corporation. Francisco is a seasoned professional with a comprehensive understanding of financial markets and investment strategies.
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.
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.
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2
TX
10/05/2017 - Present
Creativeone Securities, LLC (SAN ANTONIO TX)
TX
05/16/2013 - 01/12/2016
BBVA SECURITIES INC. (LAREDO TX)
TX
06/28/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LAREDO TX)
TX
05/29/2009 - 06/02/2010
WOODBURY FINANCIAL SERVICES, INC. (LAREDO TX)
TX
03/12/2008 - 05/06/2009
WOODBURY FINANCIAL SERVICES, INC. (LAREDO TX)
TX
05/09/2006 - 02/29/2008
CHASE INVESTMENT SERVICES CORP. (LAREDO TX)
TX
07/28/2005 - 04/27/2006
GENWORTH FINANCIAL SECURITIES CORPORATION (LAREDO TX)
IL
09/21/2001 - 07/19/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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