Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Mondestil is a financial advisor who has been in the industry since January 2018. Jean is currently registered with Oppenheimer & Co. Inc. and has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jean is licensed in the District of Columbia, Maryland, New Jersey, Pennsylvania and Virginia. Jean has earned the Series 66, Series 7, and SIE exams. Jean has experience working with a variety of clients, including individuals, corporations, pension and profit sharing plans, and charitable organizations. Jean offers financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
11/27/2024 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
DC
01/02/2018 - 04/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 03/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jean Mondestil is the right advisor for you? Invested Better is here to help.
