Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Leslie Francis is an investment professional with over 35 years of experience in the financial services industry. John has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. John is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, and 63 licenses. John also holds the SIE exam. In addition to his financial planning expertise, John has a deep understanding of the insurance industry and is well-equipped to help clients develop comprehensive financial plans that address their unique needs and goals.
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
KS
01/19/2024 - Present
Osaic Wealth, Inc. (Great Bend KS)
KS
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Great Bend KS)
KS
11/03/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Great Bend KS)
KS
03/12/1992 - 11/10/2014
WOODBURY FINANCIAL SERVICES, INC. (GREAT BEND KS)
NA
05/11/1987 - 03/16/1992
THE COLUMBIAN SECURITIES CORPORATION
BC
Issued 05/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Francis is the right advisor for you? Invested Better is here to help.
