Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Marie Delmonaco is an experienced financial professional with over 30 years of experience in the industry. Jean Marie is a registered representative with LPL Financial LLC, a leading independent broker-dealer, and has held previous positions with INVEST Financial Corporation, Capital One Investing, LLC, Capital One Investment Services LLC, PaineWebber Incorporated, and NABAC Investment Services Corp. Jean Marie has a strong track record of providing comprehensive financial advice to individuals and businesses. Jean Marie has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Jean Marie holds a variety of licenses and certifications including Series 4, 7, 24, 52, 53 and 63 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
NY
02/14/2018 - Present
LPL Financial LLC (BETHPAGE NY)
NY
07/14/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (BETHPAGE NY)
NY
01/02/2015 - 01/18/2017
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
07/10/1990 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)
NA
02/13/1987 - 12/22/1987
PAINEWEBBER INCORPORATED
NA
05/30/1986 - 03/12/1987
NABAC INVESTMENT SERVICES CORP.
BC
Issued 04/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jean Delmonaco is the right advisor for you? Invested Better is here to help.
