Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Franco is a financial advisor with over 38 years of experience in the financial services industry. Isaac is registered with Osaic Wealth, Inc. and has a strong track record of providing financial planning and investment advice to individuals, families, and businesses. Isaac is a Certified Financial Planner™ professional and holds the Series 7, 24, and 63 securities licenses. Isaac specializes in helping clients with a variety of financial needs, including retirement planning, college savings, and estate planning.
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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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (DAVIE FL)
FL
04/15/1993 - 06/14/2024
SECURITIES AMERICA, INC. (DAVIE FL)
FL
08/14/1990 - 04/29/1993
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NA
12/16/1987 - 08/14/1990
GLOBAL INVESTOR SECURITIES, INC.
NA
05/07/1986 - 01/01/1988
EQUITY SERVICES, INC.
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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