Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franco? Claim Your ProfileFranco C. Fini is a financial advisor with Avantax Advisory Services. Franco has been in the industry since 2002 and is registered with the state of Ohio as a Registered Representative (RA) as well as an Investment Advisor Representative (IAR). Franco holds the Series 7 and Series 63 securities licenses. Franco is also an Independent Insurance Agent and owns and operates a tax preparation business, Santagata Fini, LLC. Franco’s specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning and Education 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
03/11/2004 - Present
Avantax Advisory Services (VALLEY VIEW OH)
AL
01/08/2002 - 11/17/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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