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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Francis is an investment advisor representative with Valmark Advisers, Inc.. John Paul Francis is registered with the state of Ohio. John Paul Francis has been in the securities industry since 2001. John Paul Francis has 3 product exams. Prior to Valmark Advisers, Inc., John Paul Francis was employed at LPL FINANCIAL LLC, FIRSTMERIT FINANCIAL SERVICES, INC, INVEST FINANCIAL CORPORATION, FIRSTMERIT SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. John Paul Francis is currently registered with Valmark Advisers, Inc.. John Paul Francis is also registered as an Investment Advisor Representative with the state of Ohio.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
12/19/2013 - Present
Valmark Advisers, Inc. (AKRON OH)
OH
09/18/2013 - 11/13/2013
LPL FINANCIAL LLC (AKRON OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (TWINSBURG OH)
OH
11/26/2001 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
MN
06/19/2001 - 11/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/19/2001 - 11/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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