Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francine? Claim Your ProfileFrancine Jacoby is a financial advisor with over 40 years of experience. Jacoby is currently registered with LPL Enterprise, LLC and holds licenses in several states. Jacoby has previously worked for Walnut Street Securities, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Travelers Equities Sales, Inc., CNA Investor Services, Inc. and Metropolitan Life Insurance Company. Francine Jacoby is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/14/2024 - Present
LPL Enterprise, LLC (INDIANAPOLIS IN)
CA
04/27/1990 - 06/04/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
11/19/1989 - 05/25/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/25/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/25/1983 - 10/17/1985
TRAVELERS EQUITIES SALES, INC.
NA
11/07/1975 - 08/09/1977
CNA INVESTOR SERVICES, INC.
NA
04/08/1974 - 05/01/1975
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 06/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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