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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Margaret Francisco is an investment advisor representative with World Investment Advisors, LLC. Mary Margaret is licensed to provide investment advice in California. She has been in the industry since April 2002 and is a registered representative with FINRA and Series 66 and Series 7 licensed. Mary Margaret has previously worked with CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mary Margaret has a long history of working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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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CA
01/01/2025 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CA
08/07/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Santa Barbara CA)
CA
02/07/2012 - 08/06/2015
LPL FINANCIAL LLC (SANTA BARBARA CA)
CA
04/03/2002 - 02/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
BOTH
Issued 08/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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