Unclaimed
Jean Teddy Rateau is a financial advisor with Lincoln Financial Distributors, Inc. Jean has over 10 years of experience in the financial services industry and holds a Series 6, Series 63, Series 65 and SIE license. Jean previously worked with Lincoln Financial Advisors Corporation, Columbia Management Investment Distributors, Inc., Cammack Larhette Brokerage, Inc. and NYLIFE Securities LLC.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
05/11/2021 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
07/16/2013 - 04/06/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
09/15/2009 - 01/31/2011
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
MA
08/22/2006 - 12/04/2008
NYLIFE SECURITIES LLC (WALTHAM MA)
BC
Issued 06/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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