Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Boehmler Reynolds is a financial professional with over 14 years of experience in the industry. Currently, Jean is registered with N.a. Investcorp LLC, a firm based in New York City. Prior to that, Jean was employed by Hamilton Lane Securities LLC and Morgan Stanley Distribution, Inc. Jean holds the Series 63, Series 7, and Series 24 licenses. Jean is currently registered with the state of New York.
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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2
NY
03/21/2024 - Present
N.a. Investcorp LLC (NEW YORK NY)
PA
02/22/2019 - 02/24/2023
HAMILTON LANE SECURITIES LLC (CONSHOHOCKEN PA)
PA
02/06/2008 - 02/04/2019
MORGAN STANLEY DISTRIBUTION, INC. (WEST CONSHOHOCKEN PA)
BC
Issued 02/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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