Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Dwinell is a financial advisor with over 2 years of experience in the industry. Jean is currently registered with Lazard Freres & Co. LLC and is licensed to conduct business in New York. Jean holds the Series 7, Series 63, Series 79TO, Series 86, and Series 87 licenses and has passed the Securities Industry Essentials Examination (SIE). Prior to joining Lazard Freres & Co. LLC, Jean was associated with Sandler, O'Neill & Partners, L.P.
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.
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.
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NY
01/07/2020 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
06/25/2018 - 01/02/2020
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
BC
Issued 04/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/08/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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