Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-louis? Claim Your ProfileJean-louis Marie Lelogeais is an Investment Advisor Representative with PEO Partners, LLC, based in Boston, MA. Jean-louis has been working in the financial services industry since 2010. Jean-louis holds the Series 65 license. Jean-louis has experience with a variety of clients, including investment companies and pooled investment vehicles. Jean-louis provides portfolio management services and is a portfolio consultant to a UIT.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
Portfolio consultant to uit
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.
A percentage of the total value of assets under management is charged.
%of fees subj. to min. amt;%of nav of uit;share of profit in etf
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NY
12/14/2020 - Present
PEO Partners, LLC (NEW YORK NY)
IA
Issued 09/14/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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