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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Elzayek is a financial advisor with Householder Group Estate & Retirement Specialists, a registered investment advisor. Jean has been in the financial industry for over 20 years and holds various licenses and certifications. Jean's expertise includes financial planning, pension consulting, and portfolio management. Jean also provides compliance and supervision services through Householder Group Estate & Retirement Specialists.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Portion of third party manager fees
1
2
AZ
02/17/2022 - Present
Householder Group Estate & Retirement Specialists (SCOTTSDALE AZ)
SC
08/07/2015 - 02/01/2022
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (Fort Mill SC)
NC
08/02/2011 - 06/13/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
06/30/2009 - 07/07/2011
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
10/06/2008 - 07/07/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
04/30/2003 - 08/05/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
IL
01/14/2003 - 05/02/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
KS
07/19/2002 - 11/27/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/16/2005
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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