Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Kennedy Roberts is a financial professional with over 40 years of experience in the industry. Jeanette has worked for several well-known firms, including A.G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith, Inc., and Southeast Investments, N.c., Inc., where she is currently registered. Jeanette is licensed to sell securities in North Carolina and South Carolina. Jeanette is also a registered Principal and holds Series 4, 5, 7, 63, and 99TO licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
1
2
NC
03/06/2014 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
FL
06/17/2013 - 02/13/2014
QUESTAR CAPITAL CORPORATION (BOCA RATON FL)
NC
08/04/1997 - 05/30/2013
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
MO
01/02/1997 - 07/30/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
06/29/1990 - 12/31/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
08/09/1988 - 07/02/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/28/1980 - 08/17/1988
J.C. BRADFORD & CO. (NEW YORK NY)
NA
09/11/1978 - 04/24/1980
E. F. HUTTON & COMPANY INC
NA
07/24/1978 - 09/11/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 10/08/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1981
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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