Unclaimed
Francisco Renato Solis is an investment advisor representative with Empower Advisory Group, LLC. Francisco has been in the financial services industry since 2007. Francisco holds Series 7, 24, 30, 51 and 66 securities licenses and has been registered in 46 states. Prior to joining Empower Advisory Group, LLC, Francisco was employed by T. Rowe Price Investment Services, Inc. and Ameriprise Financial Services, Inc. Francisco specializes in financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
05/09/2024 - Present
Empower Advisory Group, LLC (Colorado Springs CO)
CO
10/01/2008 - 05/01/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IL
08/02/2007 - 07/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
BOTH
Issued 08/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 09/15/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Francisco Solis is the right advisor for you? Invested Better is here to help.