Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sandy Francisco is an investment advisor representative with Fortis Group Advisors LLC in Westwood, NJ. John has been in the industry for six years and has Series 7, SIE, and Series 66 licenses. John is registered to provide investment advisory services in New Jersey and Texas. John has prior experience with Fidelity Brokerage Services LLC. John provides financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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
NJ
10/14/2024 - Present
Fortis Group Advisors LLC (WESTWOOD NJ)
NJ
09/28/2017 - 08/14/2020
FIDELITY BROKERAGE SERVICES LLC (WAYNE NJ)
BOTH
Issued 01/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Francisco is the right advisor for you? Invested Better is here to help.
