Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Elizondo is a financial advisor currently registered with J.P. Morgan Securities LLC. Francisco has been in the industry since 2010 and has held previous roles with firms including SWBC Investment Services, LLC, Citigroup Global Markets Inc., Frost Brokerage Services, Inc., Scottrade, Inc., Chase Investment Services Corp., and WAMU Investments, Inc. Francisco has a broad range of experience and knowledge in the financial services industry. Francisco holds a Series 7, Series 63, and Series 65 licenses. Francisco is currently registered in 53 states and the District of Columbia. Francisco also has a broad range of experience providing financial services to individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, labor unions, and pension and profit-sharing plans.
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
TX
07/31/2022 - Present
J.p. Morgan Securities LLC (San Antonio TX)
TX
09/05/2018 - 10/26/2020
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
12/15/2017 - 09/24/2018
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
06/28/2017 - 11/03/2017
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
06/18/2013 - 12/09/2016
SCOTTRADE, INC. (SAN ANTONIO TX)
TX
10/14/2011 - 06/13/2013
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
05/02/2009 - 10/11/2011
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
CA
11/28/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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