Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Pierre Malo is a registered investment advisor representative with Americana Partners, LLC. Jean Pierre Malo is licensed to provide investment advice in Texas. Jean Pierre Malo has been in the financial services industry since 1991 and is a Chartered Financial Analyst. Americana Partners, LLC is an investment advisor based in Houston, Texas. The firm provides financial planning, portfolio management for individuals, businesses and pooled investment vehicles.
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.
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.
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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TX
08/17/2021 - Present
Americana Partners, LLC (HOUSTON TX)
BC
Issued 08/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1991
Series 2 - Non-Member General Securities Examination
Active
Inactive
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