Unclaimed
Francis Vincent Paone is a registered representative of Lord, Abbett & Co. LLC. Francis is a seasoned financial professional with over 20 years of experience in the industry. Francis has passed several industry exams including the Series 63, Series 65, Series 24, Series 3, and Series 7. Francis's specialties include portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Francis is registered with the state of New Jersey as both a Broker-Dealer and Investment Advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
01/03/2008 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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