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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-pierre? Claim Your ProfileJean-pierre Fernandez is a financial advisor with Ameriprise Financial Services, LLC in Oakland Park, FL. Jean-pierre has been in the industry since 2009 and has experience with various financial products and services, including investment company products and variable contracts, securities, and mutual funds. Jean-pierre is also a registered representative with Ameriprise Financial Services, LLC, and is licensed to provide financial advice in Florida and Texas. Prior to joining Ameriprise, Jean-pierre worked as a financial advisor at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS, LLC. Jean-pierre is dedicated to providing personalized financial advice to help 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.
Asset allocation services
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
FL
05/10/2024 - Present
Ameriprise Financial Services, LLC (Oakland Park FL)
FL
11/05/2012 - 05/01/2024
WELLS FARGO CLEARING SERVICES, LLC (LAUDERHILL FL)
MN
07/20/2010 - 10/30/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
11/07/2007 - 09/26/2008
METLIFE SECURITIES INC. (BLOOMINGTON MN)
BOTH
Issued 08/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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