Unclaimed
Jean Paul Desrosiers is a financial professional with over 30 years of experience in the industry. Jean Paul has a broad range of experience, holding licenses in both investment advisory and broker-dealer capacities. Jean Paul has held previous positions with firms including NYLIFE Securities, MetLife Securities, and Metropolitan Life Insurance Company. Currently, Jean Paul is registered with Eagle Strategies LLC. Jean Paul is also a Chartered Financial Consultant.
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.
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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2
MA
06/11/2024 - Present
Eagle Strategies LLC (WESTPORT MA)
NY
10/17/2001 - 10/15/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
10/16/1991 - 10/05/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/16/1991 - 10/05/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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