Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Fuentes has been working in the financial services industry since October 22, 1998. Francisco Fuentes is a registered representative with Transamerica Retirement Advisors, LLC. Francisco Fuentes is also an Investment Advisor Representative and is registered with the state of Florida. Francisco Fuentes is a CERTIFIED FINANCIAL PLANNER™ professional. Francisco Fuentes has been affiliated with CETERA FINANCIAL SPECIALISTS LLC, EQUITY SERVICES, INC., VALIC FINANCIAL ADVISORS, INC., THE VARIABLE ANNUITY MARKETING COMPANY, and SUNTRUST SECURITIES, INC. Francisco Fuentes has passed the Series 63, Series 65, Series 7 and SIE exams. Francisco Fuentes has a specialization in retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
09/17/2018 - Present
Transamerica Retirement Advisors, LLC (Miami FL)
FL
11/14/2005 - 09/05/2018
CETERA FINANCIAL SPECIALISTS LLC (MIAMI FL)
VT
02/10/2005 - 11/23/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
TX
10/06/2000 - 09/28/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/06/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
GA
05/28/1998 - 09/22/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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