Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis McAleer is a financial advisor with Raymond James & Associates, Inc., a firm with over 7,700 registered representatives and $433.8 billion in assets under management. Francis McAleer has been working in the industry since 1988 and has a strong track record of success. Francis McAleer offers a wide range of financial services, including investment management, financial planning, and pension consulting. Francis McAleer is committed to providing his clients with personalized advice and service. Francis McAleer holds several industry licenses, including Series 7, Series 24, and Series 63.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
05/30/2014 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
PA
08/08/2008 - 01/16/2014
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
10/12/2006 - 07/14/2008
PFPC DISTRIBUTORS, INC. (BERWYN PA)
PA
12/18/2003 - 03/08/2006
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
MA
04/04/2002 - 09/11/2003
PBHG FUND DISTRIBUTORS (BOSTON MA)
NY
05/05/2000 - 03/16/2002
FAM DISTRIBUTORS, INC. (NEW YORK NY)
RI
01/04/1999 - 12/01/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
10/26/1995 - 01/04/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/31/1993 - 10/26/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CT
12/20/1989 - 03/08/1993
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NA
08/20/1985 - 01/31/1989
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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