Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-marie? Claim Your ProfileJean-marie Gianni is a financial advisor with over 11 years of experience in the industry. Jean-marie currently works at Oppenheimer & Co. Inc. and has previously held positions at Moelis & Company LLC and Lazard Frères & Co. LLC. Jean-marie holds licenses for Series 63, Series 24, SIE, Series 7, and Series 79 exams. Jean-marie is registered to offer securities in Florida and New York.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/28/2021 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
NY
05/24/2017 - 09/14/2021
MOELIS & COMPANY LLC (NEW YORK NY)
NY
02/09/2011 - 04/10/2017
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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