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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Iglesias is a financial advisor with Mariner Wealth Advisors, based in Nashville, Tennessee. Francisco has been in the financial industry for over 8 years and has experience in various areas of financial planning, including investment management, retirement planning, and estate planning. Francisco is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®) and holds Series 6 and Series 63 securities licenses. In addition to his experience at Mariner Wealth Advisors, Francisco has also worked with Northwestern Mutual Investment Services and MSEC, LLC.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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TN
01/19/2023 - Present
Mariner Wealth (NASHVILLE TN)
MO
11/16/2017 - 12/31/2022
MSEC, LLC (St. Louis MO)
MO
12/17/2015 - 02/23/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
MO
07/28/2014 - 04/17/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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