Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Metayer is a financial professional with over 16 years of experience in the financial services industry. Jean is currently registered with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Jean offers a wide range of financial services including financial planning, portfolio management, and pension consulting. Jean has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jean's goal is to help clients achieve their financial goals through personalized financial advice and customized investment strategies. Prior to joining Cetera Investment Advisers LLC, Jean worked with Pruco Securities, LLC, Waddell & Reed, and MetLife Securities, Inc. Jean is dedicated to providing her clients with the highest level of service and expertise.
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.
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
NC
10/25/2024 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
NC
01/25/2018 - 12/17/2021
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
06/07/2016 - 01/29/2018
WADDELL & REED (CHARLOTTE NC)
NC
01/14/2014 - 06/08/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
09/11/2007 - 01/06/2014
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NY
11/16/2006 - 07/26/2007
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
BOTH
Issued 10/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jean Metayer is the right advisor for you? Invested Better is here to help.
