Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Delgado is a financial advisor with Steward Partners Investment Advisory, LLC. Jean has been working in the financial industry for over 20 years and has experience with a variety of firms, including J.P. Morgan Securities LLC, UBS Financial Services Inc, Morgan Stanley, and Merrill Lynch. Jean is registered with the state of Louisiana as an Investment Advisor Representative. Jean specializes in working with individuals, corporations, pension plans, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Financial 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.
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2
NY
08/23/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MA
12/07/2021 - 08/20/2022
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
11/01/2016 - 12/16/2021
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
04/23/2013 - 10/29/2016
MORGAN STANLEY (WELLESLEY MA)
MA
08/25/2011 - 08/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
FL
06/01/2009 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (CORAL GABLES FL)
FL
06/07/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
08/15/2005 - 05/26/2006
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
MO
07/01/2003 - 08/16/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/21/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
06/19/2000 - 08/29/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
MA
06/15/1999 - 06/16/2000
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
RI
12/04/1998 - 06/04/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 1/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/6/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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