Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean A. Wanish is a registered representative with RBC Capital Markets, LLC. Jean has been working in the financial services industry since August 21, 2004. Prior to joining RBC Capital Markets, Jean worked for Associated Investment Services, Inc. and Chase Investment Services Corp. Jean has a Series 6, Series 63, and Series 65 license. Jean is also registered with the state of Wisconsin. Jean specializes in providing investment advice and portfolio management services to individuals, businesses, and institutions. Jean is also a 25% owner of Wanish Custom Cropping, LLC, a custom farm work business.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
WI
02/01/2021 - Present
RBC Capital Markets, LLC (Green Bay WI)
WI
05/03/2011 - 02/24/2021
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
WI
07/06/2005 - 02/08/2011
CHASE INVESTMENT SERVICES CORP. (GREEN BAY WI)
IL
05/31/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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