Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Lysee is a financial advisor with Equitable Advisors, LLC based in Boca Raton, FL. Jean has been in the financial services industry since 2008 and has a strong track record of success. Jean has experience working with individuals, families, and businesses to help them achieve their financial goals. Jean is also an independent agent, offering a wide range of insurance products to meet her clients' needs.
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.
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2
FL
03/08/2021 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
02/16/2018 - 03/16/2021
PRUCO SECURITIES, LLC. (BOCA RATON FL)
FL
03/25/2017 - 02/15/2018
MML INVESTORS SERVICES, LLC (BOCA RATON FL)
FL
05/20/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOCA RATON FL)
BOTH
Issued 03/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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