Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Vadnais is a financial advisor with over 20 years of experience in the industry. Jack has been registered with LPL Financial LLC since December 2018 and previously worked with CUSO FINANCIAL SERVICES, L.P. and INFINEX INVESTMENTS, INC. Jack has a strong background in providing financial advice to individuals, corporations, and pension and profit-sharing plans. Jack is a Series 66, Series 63, Series 24, and Series 7 licensed professional. Jack's specializations include providing financial planning, investment management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
06/06/2019 - Present
LPL Financial LLC (FEEDING HILLS MA)
MA
03/15/2010 - 12/18/2018
CUSO FINANCIAL SERVICES, L.P. (SPRINGFIELD MA)
MA
07/06/2009 - 03/02/2010
INFINEX INVESTMENTS, INC. (MARBLEHEAD MA)
MA
12/18/2001 - 03/05/2009
INFINEX INVESTMENTS, INC. (GREENFIELD MA)
MN
06/25/1998 - 07/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/1998 - 07/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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