Unclaimed
Jean-Louis Cenat is a financial advisor registered with Edward Jones and has been in the industry since 2018. Jean-Louis has a combined experience of over 6 years, with his previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and United Security Financial. Jean-Louis is a Series 66, Series 7TO and SIE licensed professional. Jean-Louis specializes in providing financial planning and portfolio management services for individuals, businesses, and retirement plans. Jean-Louis is also registered with the state of Massachusetts and Utah.
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.
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.
See schedule d - miscellaneous
1
2
MO
09/26/2024 - Present
Edward Jones (ST LOUIS MO)
NY
12/11/2018 - 01/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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