Franco Fini is a registered investment advisor, based in Valley View, OH, with 23 years of industry experience.
Location
5811 Canal Road, Suite 235, Valley View, OH, 44125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Franco is an independent insurance agent selling health insurance since 2005, dedicating minimal time to this activity. He also owns Santagata Fini, LLC, offering tax preparation, accounting, and consulting services, which takes up a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.