Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Carol Carville has been a registered representative since 1993 and joined Wells Fargo Clearing Services, LLC in 2012. Prior to joining Wells Fargo Clearing Services, LLC Jean was a registered representative for PNC INVESTMENTS. Jean has a wide range of experience and expertise and is licensed in both Ohio and Texas. Jean focuses on providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
02/10/2014 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
01/01/2004 - 10/23/2012
PNC INVESTMENTS (CINCINNATI OH)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/01/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
03/01/1993 - 06/06/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 09/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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