Unclaimed
Francis Schickling is an investment advisor representative who is currently employed by J.p. Morgan Securities LLC and has been active in the industry since 2010. Francis has a total of 19 approved SRO registrations and 14 approved state registrations, with a Series 7 and Series 66 license. Francis's firm, J.p. Morgan Securities LLC, has over $50 billion in assets under management and serves a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutional clients. The firm offers a variety of advisory services, including portfolio management, financial planning, pension consulting, and selection of other advisors. Francis has served as a Board Member for Goodwill Industries of Southern New Jersey and Philadelphia since 2006.
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
1
2
PA
07/19/2018 - Present
J.p. Morgan Securities LLC (PHILADELPHIA PA)
PA
10/01/2000 - 12/24/2008
BROWN BROTHERS HARRIMAN & CO. (PHILADELPHIA PA)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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