Francisco Pascual

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 05/2018
  Tradestation Securities, Inc.
  Plantation, FL
• 05/2018 → 07/2020
  Investacorp Inc
  Miami, FL
• 07/2020 → 08/2020
  Securities America, Inc.
  Miami, FL
• 08/2020 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-03
• S63 Uniform Securities Agent State Law Examination
  2006-04-12

Other Names

• Francisco Pascual