Unclaimed
Latoya T. Francis is a registered representative with J.P. Morgan Securities LLC. Latoya holds the SIE and Series 99TO licenses. Latoya has been in the securities industry since April 2, 2023. Latoya is associated with the Newark, DE branch office. Latoya specializes in the following areas: * Individual Portfolio Management * Business Portfolio Management * Pension Consulting * Selection of Other Advisors * Financial 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
DE
04/03/2023 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2022
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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