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JF

Jordan M. Franceschini

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CRD#: 2969414
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jordan Michael Franceschini was a registered financial professional .

Jordan is a previously registered financial professional and started their career in finance in 1997. Jordan had worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 4, 2018 - March 31, 2020

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
Boston, MA
Past

July 9, 2002 - May 2, 2018

THE BENCHMARK COMPANY, LLC

BD
CRD#: 22982
BOSTON, MA
Past

November 13, 1997 - June 21, 2002

BARRY MURPHY & COMPANY, INC.

BD
CRD#: 6872
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/13/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
STATE STREET BROKERAGE SERVICES, INC. | STATE STREET GLOBAL MARKETS, LLC | STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC | STATE STREET CAPITAL MARKETS, LLC

CRD#: 30107 / SEC#: , 8-44744

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Congress Street, Boston, MA 02114
Mailing Address
One Congress Street, Boston, MA 02114
Phone number
(617) 664-3619
Established
Delaware since 03/01/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
STATE STREET GLOBAL ADVISORS, INC.PARENT CORPORATION
ALBERICI, MARK FDIRECTOR3223458
AMOA, APEAWUSU KDIRECTOR7711546
BONDS MAZZA, ALLISON HATHHORNPRESIDENT AND DIRECTOR4439495
CORBETT, TIMOTHY PAULDIRECTOR
FERRARELLI, JAMESDIRECTOR6961735
LAPORTA, JEANNE MARIEDIRECTOR & CHAIRWOMAN5946908
TENORIO, EDITHA VCHIEF FINANCIAL OFFICER6755490
TRABUCCO, MARK RUSSELLCHIEF COMPLIANCE OFFICER4856280
TUCKER, JOHN ADIRECTOR7000761

Disclosures


Regulatory Event17

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

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