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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Marie Desjardins-raposa is a financial professional with over 20 years of experience in the industry. Jean Marie is currently a registered representative with Fidelity Personal And Workplace Advisors, offering investment advisory services to individuals, businesses, and charitable organizations. Jean Marie's previous experience includes roles with RBC CAPITAL MARKETS, LLC, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Jean Marie is a Certified Financial Planner and holds several securities licenses, including Series 7, Series 10, Series 26, and Series 63.
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.
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.
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
NY
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (PLAINVIEW NY)
NY
05/29/2018 - 08/15/2019
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
05/29/2007 - 06/19/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/27/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (FOREST HILLS NY)
NY
11/30/2001 - 05/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
04/17/2001 - 12/05/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
12/10/1997 - 03/14/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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