Invested Better
Unclaimed

Unclaimed

Unclaimed

Lindsey Franceschelli

TPG Capital BD, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lindsey? Claim Your Profile

About Lindsey Franceschelli

Lindsey Franceschelli is a financial advisor at TPG Capital BD, LLC. Lindsey has been working in the financial services industry since 2016. Previously, Lindsey worked at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Securities LLC. Lindsey has a Series 7, Series 7TO, Series 63 and SIE license. Lindsey is registered in Illinois.

Firm Information

Lindsey Franceschelli is currently registered with TPG Capital BD, LLC. TPG Capital BD, LLC is a Limited Liability Company formed in 2007 and approved to operate in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lindsey Franceschelli’s Registration & Firm History

IL

01/26/2024 - Present

TPG Capital BD, LLC (Chicago IL)

NY

11/01/2016 - 03/18/2019

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

05/25/2016 - 11/01/2016

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

Not sure if Lindsey Franceschelli is right for you?

Licenses & Designations

BC

Issued 01/29/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/19/2023

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsey Franceschelli.
Not sure if Lindsey Franceschelli is right for you?