Unclaimed
Francisco Villacis is a financial professional with over 20 years of experience in the industry. Francisco currently works at J.p. Morgan Securities LLC as a registered representative. Francisco has a broad range of experience in the financial services industry, having previously worked at J.P. MORGAN SECURITIES INC. and WACHOVIA SECURITIES, LLC. Francisco is licensed to provide financial advice in Delaware and New York. Francisco holds Series 63, Series 7 and SIE licenses. Francisco has extensive experience serving a wide range of clients, including individuals, corporations, and institutional investors. Francisco specializes in providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, families, and businesses.
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
DE
10/01/2008 - Present
J.p. Morgan Securities LLC (Newark DE)
DE
01/28/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
MO
03/13/2002 - 11/15/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 07/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
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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