Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fran? Claim Your ProfileFran Jones is a financial advisor with over 20 years of experience in the financial services industry. Fran is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and has previously been registered with Ameriprise Financial Services, LLC, Bloomberg Tradebook LLC, Bridge Trading Company, PaineWebber Incorporated, and A. G. Edwards & Sons, Inc. Fran holds FINRA Series 7, 63, and 66 licenses. Fran has a diverse background in financial services, including experience in portfolio management, financial planning, and pension consulting. Fran's services include portfolio management for individuals and businesses, as well as educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
05/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
09/10/2020 - 03/29/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Roswell GA)
NY
08/23/2000 - 03/09/2006
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
MO
10/15/1996 - 03/26/1997
BRIDGE TRADING COMPANY (ST. LOUIS MO)
NJ
11/16/1994 - 06/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
10/05/1993 - 11/01/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/4/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/8/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/7/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 7/9/2020
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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