Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-michel? Claim Your ProfileJean-michel Arcand is a registered representative with Fidelity Personal And Workplace Advisors. Jean-michel has over 2 years of experience in the financial services industry. They have a Series 7, Series 63, Series 66, Series 9, and Series 10. Jean-michel is also licensed to sell securities in 53 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Jean-michel has a Bachelor of Arts degree from Saint Anselm College. In addition to their role at Fidelity, Jean-michel also works as an Event Specialist for Sampler's Inc. They are a registered representative with both FINRA and the state of Rhode Island and Texas. They have a focus on individual, business, and high-net-worth clients and provides financial planning and portfolio management 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.
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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RI
10/12/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
NH
08/16/2021 - 06/23/2022
NYLIFE SECURITIES LLC (MANCHESTER NH)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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