Jeffrey Francisco (CRD# 6613231) is an Investment Advisor Representative working at Principal Securities, Inc. in Clay, NY and has over 7 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Financial Group And Associates | Clay, NY | Jan 2023 - Current | 1 |
| Principal Life Insurance Co | Syracuse, NY | May 2016 - Current | 8 |
| Principal Securities Inc. | Syracuse, NY | May 2016 - Current | 8 |
| Bethmann, Russell, Caron & Associates | Clay, NY | Aug 2018 - Nov 2019 | 1 |
| Best Buy | Syracuse, NY | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
- NY
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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