Unclaimed
Frank Braun is an investment professional with over 20 years of experience in the financial services industry. He is a registered representative with J.P. Morgan Securities LLC. Frank specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. He is committed to helping his clients achieve their financial goals through a personalized approach. Frank holds the Series 99TO and SIE licenses and is a dedicated professional committed to serving his clients.
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
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NJ
10/16/2023 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
BC
Issued 10/14/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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