Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francois? Claim Your ProfileFrancois Maximilian Schramek is a financial advisor at Manhattan West Asset Management, LLC. Francois has been in the industry since 2014 and holds a Series 7, Series 63, and Series 65 licenses. Francois is also a CFA charterholder. Francois's primary focus is providing financial planning, portfolio management, and selection of other advisors. Francois specializes in serving high net worth individuals, corporations, and pooled investment vehicles.
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.
Set rates for specific services, regardless of time or assets managed.
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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CA
09/05/2021 - Present
Manhattan West Asset Management, LLC (LOS ANGELES CA)
CA
01/14/2019 - 04/06/2020
J.P. MORGAN SECURITIES LLC (Los Angeles CA)
BC
Issued 01/31/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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