Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Larsen is a financial advisor with J. W. Cole Advisors, Inc. located in Tampa, FL. Jean is licensed in 14 states and has been a financial advisor for over 35 years. Jean has experience with various investment strategies and focuses on the needs of individuals, families, and businesses. Jean works to help clients understand their financial situation and build a plan to reach 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.
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.
Hourly & fixed rate consulting
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
FL
11/27/2017 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
09/07/2012 - 11/04/2015
QUESTAR CAPITAL CORPORATION (NOKOMIS FL)
FL
01/01/2004 - 09/10/2012
MULTI-FINANCIAL SECURITIES CORPORATION (NOKOMIS FL)
OH
01/13/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
GA
10/11/1994 - 03/17/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
08/18/1987 - 09/30/1994
MERIDIAN ASSOCIATES, INC.
NA
05/29/1987 - 03/11/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/19/1985 - 05/20/1987
A. G. EDWARDS & SONS, INC.
IA
Issued 10/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jean Larsen is the right advisor for you? Invested Better is here to help.
