Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Fiore is a financial advisor with over 20 years of experience in the industry. She is currently registered with Eagle Strategies LLC, and is licensed to provide investment advice in several states, including Washington, Oregon, Idaho, Arizona, Nevada, Colorado and Florida. Jeanette has a strong background in financial planning and portfolio management. She has worked with clients of all ages and backgrounds, helping them to reach their financial goals. Jeanette is also a licensed insurance broker and can provide clients with a comprehensive suite of financial services. Her previous experience includes working with LPL Financial LLC, Valmark Securities, Inc., Securities America, Inc., U.S. Bancorp Investments, Inc., Wells Fargo Investments, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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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WA
10/24/2016 - Present
Eagle Strategies LLC (PASCO WA)
WA
05/25/2012 - 05/20/2014
LPL FINANCIAL LLC (RICHLAND WA)
WA
12/02/2010 - 05/21/2012
VALMARK SECURITIES, INC. (KENNEWICK WA)
WA
01/28/2010 - 12/02/2010
SECURITIES AMERICA, INC. (KENNEWICK WA)
WA
01/19/2006 - 01/19/2010
U.S. BANCORP INVESTMENTS, INC. (BENTON CITY WA)
CA
06/01/2004 - 01/09/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
08/07/1998 - 06/07/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/08/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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