Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeane? Claim Your ProfileJeane Silerio-koots is an experienced financial professional with over 18 years of experience in the industry. Currently, Jeane is registered with Private Client Services, LLC in Farmington Hills, MI. Jeane is also licensed to sell securities in Michigan. Jeane has held prior positions with several other firms including Purshe Kaplan Sterling Investments, J. Alden Associates, Inc., Raymond James & Associates, Inc., Ameriprise Financial Services, Inc., Morgan Stanley and Citigroup Global Markets Inc. Jeane has a broad range of experience providing financial advice and portfolio management for individuals and businesses. Jeane is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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MI
03/01/2023 - Present
Private Client Services, LLC (Farmington Hills MI)
MI
07/12/2022 - 03/01/2023
PURSHE KAPLAN STERLING INVESTMENTS (Farmington Hills MI)
MI
05/10/2021 - 02/14/2022
J. ALDEN ASSOCIATES, INC. (Novi MI)
MI
02/22/2019 - 05/14/2021
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM MI)
MI
09/20/2017 - 03/14/2019
AMERIPRISE FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
MI
03/04/2016 - 09/21/2017
RAYMOND JAMES & ASSOCIATES, INC. (FARMINGTON HILLS MI)
MI
06/01/2009 - 12/11/2015
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
05/12/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
BC
Issued 05/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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