Unclaimed
Frenlly De la cruz is a financial advisor who has been in the industry since March 2019. Frenlly currently works at J.P. Morgan Securities LLC in Columbus, Ohio and also works at the branch office located in Groveport Ohio. Frenlly has been registered with FINRA since January 2019 and holds the Series 63, Series 7TO, and SIE licenses. Frenlly has previously worked at Morgan Stanley in Columbus, Ohio and J.P. Morgan Securities LLC in Westerville, Ohio. Frenlly has been registered with the state of Ohio since June 2022.
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
OH
06/23/2022 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
07/22/2020 - 04/19/2022
MORGAN STANLEY (Columbus OH)
OH
01/03/2019 - 07/01/2020
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials 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
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