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 Trainor is a financial professional with over 20 years of experience in the industry. Jean Marie is currently registered with National Financial Services LLC and holds Series 6, 99, and SIE licenses. In addition to her current role, Jean Marie has previously worked at Fidelity Investments Institutional Services Company, Inc. and Putnam Mutual Funds Corp. Jean Marie is dedicated to providing comprehensive financial advice and helping clients achieve their financial goals.
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.
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RI
04/20/2016 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
04/20/1999 - 11/29/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
02/09/1998 - 04/13/1999
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 08/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2016
Series 99 - Operations Professional Examination
BC
Issued 02/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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