Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Malone Luckey is a financial advisor with Raymond James Financial Services Advisors, Inc. based in KALISPELL, MT. Jean has been in the industry since 1982. Jean has a broad range of experience and holds a number of licenses, including Series 6, 7, 22, 24, 51, 63, and 65. Jean has previously worked with a number of other firms, including Robert Thomas Securities, Inc, Walnut Street Securities, Inc., First Affiliated Securities, Inc., and Waddell & Reed, Inc. Jean is a registered representative in 35 states and holds a current registration as an investment advisor in Montana and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MT
07/20/2021 - Present
Raymond James Financial Services Advisors, Inc. (KALISPELL MT)
FL
06/05/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
08/22/1990 - 06/05/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
05/31/1989 - 08/22/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
04/15/1988 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC.
NA
10/27/1982 - 05/13/1988
WADDELL & REED, INC.
IA
Issued 11/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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