Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Javier Mosier is a financial advisor with over 25 years of experience in the industry. Francisco Javier has a strong background in both insurance and securities, and is registered with the state of Arizona, California, Hawaii, Florida, Kansas, Michigan, New Mexico, and Texas. He is also registered with FINRA and the SEC. Francisco Javier is a member of Osaic Wealth, Inc., a firm with over 40,000 clients and $94.5 Billion in assets under management. Francisco Javier specializes in providing financial planning, pension consulting, and educational seminars for individuals and businesses. He also offers portfolio management services for individuals, businesses, and pooled investment vehicles. Francisco Javier's focus is on helping clients achieve their financial goals.
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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AZ
04/11/2017 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
CA
05/13/2016 - 04/12/2017
SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)
AZ
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PHOENIX AZ)
AZ
05/12/1998 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
CA
01/19/1996 - 05/08/1998
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
MN
02/04/1994 - 09/30/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/1994 - 09/30/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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