Unclaimed
Jean-paul Chenette is an active investment advisor representative with over 35 years of experience in the financial services industry. Jean-paul is registered with Osaic Wealth, Inc. and is licensed to provide investment advice in several states, including Arizona, California, Georgia, Missouri, Utah, Vermont, and Washington. Jean-paul has a broad range of experience in financial planning, pension consulting, and portfolio management. Jean-paul is committed to providing personalized financial guidance 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
1
2
GA
11/03/2023 - Present
Osaic Wealth, Inc. (SENOIA GA)
GA
07/29/2022 - 11/03/2023
FSC SECURITIES CORPORATION (SENOIA GA)
GA
03/05/2004 - 08/05/2022
LPL FINANCIAL LLC (SENOIA GA)
MO
07/01/2003 - 03/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/01/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/29/1994 - 11/07/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
10/21/1993 - 04/15/1994
WESTMARK SECURITIES CORPORATION (SANTA MONICA CA)
CA
12/11/1992 - 08/26/1993
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
CA
06/19/1989 - 12/02/1992
BROKERS INVESTMENT CORPORATION (CANOGA PARK CA)
CA
04/11/1989 - 06/03/1989
CALLIE DRESSLER INC. (SAN MARINO CA)
NA
09/15/1988 - 02/27/1989
REMINGTON SECURITIES, INC.
NA
06/17/1987 - 09/22/1988
CONLI, MICHAELS, INC.
IA
Issued 06/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/06/1987
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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