Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Noonan is an investment advisor representative with over 38 years of experience in the financial industry. Francis is currently registered with Cadaret, Grant & CO., Inc. and Personal Financial Specialists, both based in New Jersey. Francis has a wide range of experience, including working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Francis specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Francis is a Chartered Financial Consultant and holds Series 7, Series 24, Series 63 and Series 65 licenses.
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.
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
NJ
01/05/1998 - Present
Cadaret, Grant & CO., Inc. (Cedar Knolls NJ)
IN
01/18/1991 - 12/14/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NY
05/10/1991 - 01/14/1992
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CO
02/07/1986 - 07/16/1990
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/25/1986 - 07/10/1986
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
03/26/1984 - 01/27/1986
GLICKENHAUS - LTG & CO. LIMITED PARTNERSHIP
NA
09/26/1983 - 01/26/1984
PHILIPS, APPEL & WALDEN, INC.
NA
07/20/1983 - 11/25/1983
NEL EQUITY SERVICES CORPORATION
IA
Issued 10/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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