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 Wollesen is a financial professional with over 25 years of experience in the industry. Jean Marie is a registered representative and investment advisor representative associated with PFS Investments Inc. Jean Marie holds several licenses and registrations including Series 6, 63, 26 and 65. Jean Marie is licensed in several states including Florida, Arizona, California, Georgia, Massachusetts, Michigan, Nevada, New York, South Carolina and Texas. Jean Marie has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Jean Marie also works with Primerica Financial Services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/05/2020 - Present
PFS Investments Inc. (DELRAY BEACH FL)
IA
Issued 10/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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