Unclaimed
Frank Santangelo is a financial advisor with over 17 years of experience in the industry. Frank is registered with J.p. Morgan Securities LLC. Prior to that, Frank held various positions at J.P. MORGAN CLEARING CORP. and J.P. MORGAN SECURITIES INC. Frank has a broad range of experience in financial services. Frank has passed the Series 7, Series 24, Series 99TO and Series SIE exams. Frank is a General Securities Principal and is currently registered with J.p. Morgan Securities LLC. Frank specializes in securities, investment advisory, financial planning and retirement planning.
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
NJ
10/01/2016 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
08/04/2006 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
02/12/2010 - 06/17/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/04/2006 - 12/31/2008
J.P.MORGAN SECURITIES INC. (BROOKLYN NY)
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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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