Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Hagstrom is a financial advisor at Wells Fargo Clearing Services, LLC. Jean has been working in the financial industry since 2001 and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, LaSalle Financial Services, Inc., and Prudential Securities Incorporated. Jean holds a Series 7, Series 63, Series 65, and Series 6TO license, demonstrating Jean's commitment to providing comprehensive financial services to Jean's clients. Jean is also registered with the state of Maryland as an Investment Advisor Representative.
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
MD
06/21/2023 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
DC
10/14/2022 - 06/28/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Washington DC)
DC
10/23/2009 - 10/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
04/24/2003 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
04/09/2001 - 04/08/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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