Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Antonio Rocafort is an investment advisor representative with Cetera Investment Advisers LLC. Franklin has been working in the financial services industry since October 1987. Franklin is a registered representative in Texas and Puerto Rico. Franklin is also an independent insurance agent and has been since May 1981. Franklin provides financial services through Rocafort Group, and also co-owns Academia Financiera de Puerto Rico. Franklin's office is located at 114 Marginal Sur, FD Roosevelt Ave, San Juan, PR, 00918.
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.
1
2
PR
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN PR)
PR
09/28/1995 - 09/03/2013
WALNUT STREET SECURITIES, INC. (HATOR REY PR)
MA
10/06/1987 - 09/28/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 08/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Franklin Rocafort is the right advisor for you? Invested Better is here to help.
