Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Gospodinov Olivier is a financial advisor at Wells Fargo Clearing Services, LLC and has been in the industry since April 2000. Jean is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 66, Series 7 and SIE exams. Jean is registered to conduct business in 37 states across the United States. Before joining Wells Fargo Clearing Services, LLC, Jean worked at A. G. EDWARDS & SONS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Jean is also licensed as an Investment Advisor Representative in New York and Texas.
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
NY
04/05/2019 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
NY
10/05/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILLIAMSVILLE NY)
MN
04/11/2000 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/11/2000 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities 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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