Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Marie Kowal has been in the financial services industry for over 24 years. Jeanette is registered with Cuso Financial Services, LP. Jeanette has worked in the financial services industry since 1997. Jeanette also has experience at ProEquities, Inc., AIG Capital Services, Inc., John Hancock Funds, LLC, John Hancock Distributors LLC, Essex National Securities, Inc., and Independence One Brokerage Services, Inc.. Jeanette is a registered Investment Adviser Representative and Broker in multiple states. Jeanette can provide financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for 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
CA
10/15/2019 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
AL
01/22/2018 - 09/20/2019
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
10/24/2011 - 01/05/2018
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
11/04/2010 - 11/07/2011
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
06/10/2005 - 10/20/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
06/23/1999 - 03/07/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MI
11/22/1994 - 12/19/1996
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
IA
Issued 10/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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