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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 R. Germain is an investment advisor representative with Avantax Advisory Services. Jean has been in the securities industry since August 19, 2009. Jean is registered with the state of Massachusetts and Arizona. Jean also provides tax preparation and real estate services through their own firm. Jean holds a Series 6, 7, and 63 securities license and a Series 65 investment advisor license. Jean offers portfolio management services to individuals and businesses and also provides financial planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
07/27/2010 - Present
Avantax Advisory Services (SHARON MA)
IA
Issued 06/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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