Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Michelle Bart is a financial advisor with over 20 years of experience in the industry. Jean has held previous roles at Guggenheim Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, HSBC Securities (USA) Inc. and Merrill Lynch Government Securities Inc. Currently, Jean is registered with Santander US Capital Markets LLC and is licensed in 26 states.
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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CT
06/01/2015 - Present
Santander US Capital Markets LLC (STAMFORD CT)
NY
05/14/2012 - 06/03/2015
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
11/01/2010 - 04/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/02/2007 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/26/2004 - 05/30/2007
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
06/06/2000 - 02/04/2004
MERRILL LYNCH GOVERNMENT SECURITIES INC. ("MLGSI") (NEW YORK NY)
NY
11/17/1997 - 02/04/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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