Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Bifano is an investment advisor representative with Hsbc Securities (usa) Inc., located in NEW YORK, NY. Jean has been in the securities industry since 2001 and holds licenses in New York and California. Jean has experience in providing asset allocation recommendations and working with third-party advisors to manage assets. Jean is also experienced with portfolio management for businesses and pooled investment vehicles. Jean has previously worked with Citigroup Global Markets Inc. and Citicorp Investment Services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/18/2012 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
05/01/2007 - 04/05/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/22/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
04/03/2007 - 04/13/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 04/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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