Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean baptiste? Claim Your ProfileJean baptiste Afflack is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Jean baptiste has been in the industry since 2013 and holds multiple licenses including Series 7, Series 63 and Series 66. Jean baptiste has worked with various financial institutions including AXA Advisors, LLC and PlanMember Securities Corporation. Jean baptiste specializes in providing financial planning and investment advisory services to individuals, businesses, and retirement plans.
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.
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.
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
CA
08/13/2021 - Present
Fidelity Personal AND Workplace Advisors (ROSEMEAD CA)
CA
05/15/2020 - 04/19/2021
PLANMEMBER SECURITIES CORPORATION (DOWNEY CA)
CA
10/23/2017 - 05/09/2018
AXA ADVISORS, LLC (LOS ANGELES CA)
GA
07/31/2015 - 12/01/2015
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
11/07/2013 - 12/03/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 08/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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