Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Stassi harrell Schwarz is a Certified Financial Planner with over 30 years of experience in the financial services industry. Jean has been registered with the state of Virginia as an Investment Advisor Representative since July 2023. Prior to joining Cerity Partners LLC, Jean worked at Lumina Financial Consultants, LLC in Mill Valley, California. Jean specializes in providing financial planning, pension consulting, and portfolio management for businesses, individuals 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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/05/2023 - Present
Cerity Partners LLC (NEW YORK NY)
NA
07/09/1991 - 07/06/1992
METLIFE SECURITIES INC.
NA
07/09/1991 - 07/06/1992
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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