Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank N. Lizotte is a financial advisor with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Frank has been working in the industry since 2014 and specializes in serving the needs of high-net-worth individuals, corporations, and other businesses. Frank holds Series 6, 7, 63, and 66 licenses and has a strong background in investment management and financial planning. Frank has experience working with various financial institutions including LPL Financial LLC, BANCWEST INVESTMENT SERVICES, INC., and JP Morgan Chase Bank, N.A.. Frank's goal is to help clients achieve their financial goals by providing personalized advice and tailored investment strategies.
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
CA
09/20/2022 - Present
J.p. Morgan Securities LLC (LIVERMORE CA)
CA
03/25/2019 - 09/27/2022
LPL FINANCIAL LLC (TURLOCK CA)
CA
07/16/2018 - 04/01/2019
BANCWEST INVESTMENT SERVICES, INC. (ESCALON CA)
CA
05/28/2014 - 07/11/2018
J.P. MORGAN SECURITIES LLC (PLEASANTON CA)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2014
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Frank Lizotte is the right advisor for you? Invested Better is here to help.
