Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Pascual is a financial advisor with over 15 years of experience in the financial services industry. Francisco is currently registered with Osaic Wealth, Inc. Francisco holds licenses in several states and has a wide range of experience in providing investment and financial planning services. Francisco previously held positions at Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Investcorp, Inc., TradeStation Securities, Inc., Beta Capital Management, L.P., and Pruco Securities, 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.
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
08/27/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/20/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/20/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/27/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/27/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/27/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
07/17/2020 - 09/08/2020
SECURITIES AMERICA, INC. (MIAMI FL)
FL
05/07/2018 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
FL
05/11/2015 - 05/07/2018
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
07/01/2013 - 10/16/2013
BETA CAPITAL MANAGEMENT, L.P. (MIAMI FL)
FL
03/08/2006 - 11/30/2011
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
BC
Issued 04/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/07/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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