Unclaimed
John Frank Francini is a financial advisor with Northeast Investment Management Inc. John has been with the firm since May 2003. He is a Chartered Financial Analyst and holds the Series 7 and Series 63 licenses. John has over 20 years of experience in the financial services industry. He specializes in providing financial planning and investment management services to individuals, corporations, and non-profit organizations. John is committed to providing his clients with personalized and comprehensive financial advice to help them achieve their financial goals.
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.
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.
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2
MA
04/02/2008 - Present
Northeast Investment Management Inc. (BOSTON MA)
NJ
01/03/1995 - 04/12/1995
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
11/22/1994 - 01/03/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/10/1992 - 11/02/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 06/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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