Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanene? Claim Your ProfileJeanene Maria MacLean is a financial professional with over 20 years of experience in the industry. Jeanene has a broad range of experience, having worked with multiple firms including Securities America, Inc., J.W. Cole Financial, Inc., and Royal Alliance Associates, Inc. Jeanene is currently registered with Osaic Wealth, Inc. and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (TRINITY FL)
FL
01/03/2022 - 06/14/2024
SECURITIES AMERICA, INC. (TRINITY FL)
FL
02/06/2019 - 10/07/2021
J.W. COLE FINANCIAL, INC. (NEW PORT RICHEY FL)
FL
11/02/2018 - 02/07/2019
ROYAL ALLIANCE ASSOCIATES, INC. (NEW PORT RICHEY FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEW PORT RICHEY FL)
FL
10/31/2013 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW PORT RICHEY FL)
FL
09/27/2005 - 08/28/2013
LINCOLN INVESTMENT (LUTZ FL)
CA
08/23/2002 - 09/26/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MO
04/20/2001 - 10/18/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
12/08/1999 - 03/20/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
OH
07/07/1999 - 12/15/1999
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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