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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean bernard? Claim Your ProfileJean bernard Joseph roger Burckett st laurent is an Investment Advisor Representative at Exencial Wealth Advisors. Jean bernard Joseph roger Burckett st laurent has 11 years of experience in the financial services industry. Jean bernard Joseph roger Burckett st laurent has been registered with Exencial Wealth Advisors since June 2020. Prior to that, Jean bernard Joseph roger Burckett st laurent was registered with Cutler Group, LP; Bluefin Trading, LLC; Bluefin Specialists L.L.C.; Toro Trading LLC; B&B TRADING PARTNERS L.L.C.; and Group One Trading, L.P.. Jean bernard Joseph roger Burckett st laurent holds the Series 65, SIE and Series 7 licenses. Jean bernard Joseph roger Burckett st laurent has specializations in the areas of Retirement planning, College savings, Estate planning, Insurance and Annuities. Jean bernard Joseph roger Burckett st laurent is currently registered with the state of North Carolina and Oklahoma.
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.
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.
General consulting
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.
Revenue sharing arrangement
1
2
NC
06/09/2020 - Present
Exencial Wealth Advisors (Huntersville NC)
CA
01/31/2011 - 11/27/2017
CUTLER GROUP, LP (SAN FRANCISCO CA)
NY
09/09/2009 - 03/29/2010
BLUEFIN TRADING, LLC (NEW YORK NY)
NY
05/11/2007 - 11/16/2009
BLUEFIN SPECIALISTS L.L.C. (NEW YORK NY)
NY
05/11/2007 - 06/09/2008
BLUEFIN TRADING, LLC (NEW YORK NY)
NY
10/06/2006 - 02/09/2007
BLUEFIN TRADING, LLC (NEW YORK NY)
NJ
01/13/2005 - 10/06/2006
TORO TRADING LLC (RUMSON NJ)
NY
01/16/2004 - 06/02/2005
B&B TRADING PARTNERS L.L.C. (NEW YORK NY)
IL
09/26/2003 - 11/12/2004
GROUP ONE TRADING, L.P. (CHICAGO IL)
IA
Issued 09/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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