Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Erika gecse Harriman is a financial advisor who has been in the industry since 1996. Jeanette currently works for Wells Fargo Clearing Services, LLC, and previously worked for UMB FINANCIAL SERVICES, INC. and UMB SCOUT BROKERAGE SERVICES, INC. Jeanette is registered to provide investment advice in several states.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
08/30/2023 - Present
Wells Fargo Clearing Services, LLC (OVERLAND PARK KS)
KS
03/15/2004 - 08/30/2023
UMB FINANCIAL SERVICES, INC. (Leawood KS)
MO
04/03/1996 - 01/31/2003
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
MO
02/16/1995 - 02/22/1996
DST SECURITIES, INC. (KANSAS CITY MO)
IA
Issued 04/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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