Francis Haas, financial advisor Wayne PA
93 score

Francis Haas

CRD Number: 3156985
Current Firm: Rz Wealth

Francis Haas (CRD# 3156985) is an Investment Advisor Representative working at Rz Wealth in Wayne, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Rosenzweig & Associates Wayne, PA Sep 2014 - Current 2
Williams Financial Group Media, PA Apr 2003 - Current 13
Wfg Advisors, LP Media, PA Apr 2003 - Sep 2014 11
Rosenzweig & Associates Wealth Management Media, PA Apr 2003 - Sep 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Francis J. Haas
Phone Number: 610-627-5921
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    912
    ACCOUNTS
  • Average Account Value
    $237,886
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, DE, FL, MD, ME, NC, NJ, NY, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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