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 an Investment Advisor Representative with J.P. MORGAN SECURITIES LLC, licensed with FINRA and registered with the state of Texas. Francisco has been in the industry since 2010. Previously, Francisco was with SWBC Investment Services, LLC, Citigroup Global Markets Inc, Frost Brokerage Services, Inc, Scottrade, Inc and Chase Investment Services Corp. Francisco holds Series 7 and Series 63 licenses as well as the SIE Exam and the Uniform Investment Adviser Law Examination. Francisco also has experience in previous roles with Wells Fargo Bank, N.A., Millennium Group, Citi Personal Wealth Management, Macy's, Amazon, T & J Ventures LLC, Randstad, Office Depot, Victory Capital Services, Inc, Aerotek, Upwork, and UPS.
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 7/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
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
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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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