Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Bellavia is a financial advisor with Avantax Investment Services, Inc. located in Santee, California. Franklin has been in the industry since 2018 and has a Series 7, Series 66 and SIE license. Prior to joining Avantax, Franklin held positions at Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Franklin specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans.
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
CA
07/02/2024 - Present
Avantax Investment Services, Inc. (Santee CA)
CA
04/08/2020 - 04/09/2024
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
04/08/2020 - 04/09/2024
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
04/08/2020 - 04/09/2024
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
04/08/2020 - 04/09/2024
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
04/08/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/16/2017 - 08/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
BOTH
Issued 07/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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