Unclaimed
Clinelle Jean is an investment advisor representative and a registered principal with Commonwealth Financial Network. Clinelle has been working in the financial industry since 1999. Before joining Commonwealth Financial Network, Clinelle worked with Grove Point Investments, LLC, FBR Investment Services, Inc. and Rushmore Investment Brokers, Inc. Clinelle is licensed in Maryland and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
01/03/2025 - Present
Commonwealth Financial Network (Rockville MD)
MD
06/10/2004 - 07/05/2022
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
VA
07/30/2001 - 01/12/2004
FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)
VA
01/25/1999 - 07/30/2001
RUSHMORE INVESTMENT BROKERS, INC. (ARLINGTON VA)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2012
Series 4 - Registered Options Principal Examination
BC
Issued 09/22/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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