Unclaimed
William J. Francescani is a financial advisor with J.P. Morgan Securities LLC, registered in New York. William has over 35 years of experience in the industry and is also a licensed Series 63, Series 99TO, Series 7TO, SIE, Series 3, and Series 6 representative. William has a broad range of experience in the financial industry, serving clients including high-net-worth individuals, corporations, insurance companies, and charitable organizations.
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
NY
01/13/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NA
02/23/1987 - 05/28/1987
FIRST INVESTORS CORPORATION
BC
Issued 02/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative 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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