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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Paul Prenevost is a financial advisor with Morgan Stanley, with a branch office in Wayzata, Minnesota. Jean Paul has been in the financial services industry since 2006. Jean Paul holds Series 7, 31 and 66 licenses. Jean Paul is registered with both FINRA and the states of Minnesota, Texas and 27 other states. Jean Paul is also an Investment Advisor Representative, registered with the states of Minnesota and Texas. Jean Paul specializes in asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors, portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MN
09/27/2018 - Present
Morgan Stanley (Wayzata MN)
MN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYZATA MN)
MN
05/08/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WAYZATA MN)
BOTH
Issued 05/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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