Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francois? Claim Your ProfileFrancois Sam Marcus is a financial advisor with over 20 years of experience in the industry. Francois is currently registered with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Francois was associated with Woodbury Financial Services, Inc. Francois also previously worked for Questar Capital Corporation and Wamu Investments, Inc. Francois holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) designation. Francois specializes in providing financial planning, investment management, and insurance services to individuals, businesses, and organizations.
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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
CA
09/17/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ROSEVILLE CA)
CA
11/14/2008 - 09/27/2012
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
CA
03/23/2004 - 10/16/2008
WAMU INVESTMENTS, INC. (CITRUS HEIGHTS CA)
CA
06/03/2002 - 03/03/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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