Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Franco is a financial advisor at Commonwealth Financial Network. Samuel has been in the financial industry since 2006. Samuel has a wide range of experience in the industry, including experience with Ameriprise Financial Services, LLC and Sorrento Pacific Financial, LLC. Samuel is licensed to sell securities in California. Samuel specializes in providing financial advice to individuals, corporations, and charitable organizations. Samuel is committed to providing his clients with the highest level of service and personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/05/2021 - Present
Commonwealth Financial Network (San Diego CA)
CA
02/01/2021 - 09/27/2021
AMERIPRISE FINANCIAL SERVICES, LLC (SAN DIEGO CA)
CA
05/09/2019 - 01/26/2021
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
11/05/2018 - 01/26/2021
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
04/26/2005 - 03/08/2018
SCOTTRADE, INC. (SAN DIEGO CA)
BOTH
Issued 04/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2010
Series 4 - Registered Options Principal Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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