Unclaimed
Francesco Musio is a financial professional with over 2 years of experience in the industry. Francesco is registered with J.P. Morgan Securities LLC and holds a Series 63, Series 6TO and SIE licenses. Francesco is licensed in Connecticut, New Jersey, New York and Virginia. Francesco specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Francesco serves a diverse range of clients, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
05/19/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/10/2020 - 02/08/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 06/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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