Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Magnier is a financial advisor with over 17 years of experience in the industry. Jean is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Princeton, New Jersey. Jean has experience in securities and investment advisory services, specializing in retirement planning, investment management, insurance, and estate planning. Previously, Jean was registered with UBS Financial Services Inc. in Weehawken, New Jersey, and has also worked as a consultant for Jean Magnier Art Consulting. Jean holds multiple licenses and certifications, including Series 7, 9, 10, 66 and SIE.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
07/27/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
NJ
12/19/2000 - 10/02/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jean Magnier is the right advisor for you? Invested Better is here to help.
