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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Ann Gunnarson is an investment advisor representative with LPL Financial LLC. Jean has been in the financial services industry since 1983. Jean has passed the Series 63 and Series 65 exams. Jean is registered to provide investment advice in Arizona, California, Florida, Hawaii, Idaho, Maine, Maryland, Nevada, North Carolina, Ohio, Oregon, Utah, Virginia, Washington and West Virginia. Jean Ann Gunnarson is also a registered representative with LPL Financial LLC in California. Prior to joining LPL Financial LLC, Jean worked at IFMG Securities, INC., DFC INVESTOR SERVICES, FISERV INVESTOR SERVICES, INC., AEGON USA SECURITIES INC., OLDE DISCOUNT CORPORATION, DEAN WITTER REYNOLDS INC., and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.
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
CA
01/04/2012 - Present
LPL Financial LLC (PLEASANTON CA)
CA
10/04/2007 - 03/04/2008
IFMG SECURITIES, INC. (PLEASANTON CA)
CA
08/02/2001 - 10/02/2007
DFC INVESTOR SERVICES (PLEASANTON CA)
TX
02/18/1998 - 08/02/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
06/01/1990 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MI
05/06/1988 - 06/01/1990
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
04/23/1982 - 05/14/1987
DEAN WITTER REYNOLDS INC.
NA
08/05/1981 - 11/06/1981
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
IA
Issued 01/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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