Unclaimed
Jean Marie Lamendola-goss is a financial professional with over 20 years of experience in the industry. Jean is currently registered with Empower Financial Services, Inc. in Greenwood Village, CO. Previously, Jean worked at Prudential Investment Management Services LLC, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Charles Schwab & Co., Inc., Paine Webber Incorporated, and Fidelity Brokerage Services, Inc. Jean has a Series 6, 7, and 63 licenses and holds the SIE designation.
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.
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.
1
2
CO
03/08/2019 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
TX
07/22/2014 - 02/09/2017
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Dallas TX)
TX
01/03/2012 - 07/15/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
12/07/2006 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
03/04/2002 - 12/19/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
08/29/2000 - 02/15/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
RI
04/02/1996 - 09/09/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
03/13/1996 - 04/03/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
12/12/1995 - 03/14/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
07/12/1994 - 12/12/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/07/1994 - 07/06/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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