Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Maria Delbuono is a financial advisor with Osaic Institutions, Inc. Jean has over 20 years of experience in the financial services industry. Jean is registered to provide financial advice in Connecticut. Jean is currently registered with Osaic Institutions, Inc., but was previously registered with Charles Schwab & Co., Inc., Webster Investment Services, Inc. and American Skanda Marketing, Inc. Jean holds the Series 7TO, Series 6, SIE, and Series 66 licenses.
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.
Solicitation services for other advisers
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
CT
08/10/2022 - Present
Osaic Institutions, Inc. (Oakville CT)
CT
12/20/2019 - 08/30/2022
CHARLES SCHWAB & CO., INC. (West Hartford CT)
CT
05/21/2001 - 10/27/2004
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CT
12/15/2000 - 04/20/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BOTH
Issued 03/06/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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