Unclaimed
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 Bouvel is an Investment Advisor Representative with Bouvel Investment Partners, LLC, located in Phoenixville, PA. Jean pierre has been in the industry since 1981 and has a wide range of experience in financial services. Jean pierre specializes in providing financial planning, portfolio management for businesses and individuals. Jean pierre has a Series 63, Series 65, Series 7, Series 22, Series 24, Series 28, and Series 53 licenses. Jean pierre's previous experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, ROYAL ALLIANCE ASSOCIATES, INC., SECURITY FINANCIAL NETWORK, LLC, INDEPENDENT FINANCIAL GROUP and MUTUAL BENEFIT FINANCIAL SERVICE COMPANY.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/25/2014 - Present
Bouvel Investment Partners, LLC (PHOENIXVILLE PA)
PA
10/03/2011 - 12/31/2014
PURSHE KAPLAN STERLING INVESTMENTS (PHOENIXVILLE PA)
PA
10/10/2003 - 10/28/2011
ROYAL ALLIANCE ASSOCIATES, INC. (PHOENIXVILLE PA)
PA
09/08/1987 - 10/09/2003
SECURITY FINANCIAL NETWORK, LLC (PHOENIXVILLE PA)
NA
06/26/1987 - 07/20/1987
INDEPENDENT FINANCIAL GROUP
NA
11/15/1981 - 07/06/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/02/1999
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jean pierre Bouvel is the right advisor for you? Invested Better is here to help.
