Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Jacques Pierre is a financial advisor with over 25 years of experience in the financial services industry. Currently, Jean is registered with Osaic Wealth, Inc. and is licensed to provide investment advisory services in Alaska, Florida, Idaho and Virginia. Prior to joining Osaic Wealth, Inc., Jean worked at SAGEPOINT FINANCIAL, INC., REGULUS ADVISORS, LLC, PRINCIPAL SECURITIES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, RAYMOND JAMES FINANCIAL SERVICES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., WM FINANCIAL SERVICES, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, EQ FINANCIAL CONSULTANTS, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jean holds several licenses including Series 7, Series 6, Series 66, Series 52TO, Series 24, Series 26 and Series 51 and is an active member of the financial community.
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
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
11/20/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
09/26/2017 - 11/28/2017
REGULUS ADVISORS, LLC (Miami FL)
FL
07/25/2013 - 09/27/2017
PRINCIPAL SECURITIES, INC. (Plantation FL)
FL
01/06/2006 - 07/18/2013
METLIFE SECURITIES INC. (PLANTATION FL)
FL
01/06/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
FL
05/14/2004 - 01/26/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
01/11/2002 - 05/24/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/01/1998 - 01/11/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/16/1998 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
11/19/1997 - 01/16/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
06/09/1997 - 11/03/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
03/19/1997 - 04/24/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/19/1997 - 04/24/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 02/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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