Curtis S. Francisco
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Curtis Scott Francisco, CFP® was a registered financial professional .
Curtis is a previously registered financial professional and started their career in finance in 1981. Curtis had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1984
Experience
August 20, 2003 - January 20, 2012
ASSET ADVISORY SERVICES, INC.
August 28, 1995 - December 11, 2024
COMMONWEALTH FINANCIAL NETWORK
July 6, 1992 - December 11, 2024
COMMONWEALTH FINANCIAL NETWORK
December 15, 1989 - July 6, 1992
KAVANAUGH SECURITIES, INC.
November 20, 1989 - December 8, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
November 19, 1989 - January 1, 1990
OSAIC WEALTH, INC.
June 15, 1984 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
November 10, 1982 - June 22, 1984
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 13, 1981 - November 9, 1982
RAYMOND JAMES & ASSOCIATES, INC.
State Registrations and Notice Filings
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Exams
Current firm
No current employment
Red Flags
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