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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Lawrence Sloan is a financial advisor in Metairie, Louisiana, working with Money Concepts Capital Corp. Jack Lawrence Sloan has been in the industry since February 20, 1994. Jack Lawrence Sloan's areas of specialization include retirement planning, college savings, and estate planning. The advisor is also a Certified Financial Planner™. Money Concepts Capital Corp. has over 14,000 clients and manages over $2.9 Billion in assets. The firm offers financial planning, portfolio management, and general 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
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2
FL
03/21/2023 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
LA
06/09/2021 - 04/04/2023
CETERA ADVISOR NETWORKS LLC (METAIRIE LA)
LA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (METAIRIE LA)
IA
07/22/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
GA
08/30/1994 - 07/22/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
02/21/1994 - 09/14/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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