Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Lynette Prawel has been in the financial services industry since January 1988. Jean has worked at several firms including Key Investments Services LLC, McDonald Investments Inc., and Key Investments Inc. Jean is currently registered with Independent Financial Partners. Jean is a Registered Representative and an Investment Advisor Representative. Jean specializes in providing financial planning, pension consulting, and educational seminars. Jean also provides non-discretionary investment advice.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
06/09/2021 - Present
Independent Financial Partners (TAMPA FL)
NY
01/03/2006 - 04/06/2021
KEY INVESTMENT SERVICES LLC (TONAWANDA NY)
OH
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/05/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
06/03/1991 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
01/22/1988 - 07/02/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/22/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 05/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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