Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeani? Claim Your ProfileJeani Winterbourne is a financial advisor with over 35 years of experience in the financial industry. Jeani is currently registered with Steward Partners Investment Advisory, LLC, and previously worked at UBS Financial Services Inc., Citigroup Global Markets Inc., and Lehman Brothers Inc.. Jeani holds Series 7, 9, 10, 24, 28, 63, 66, 99, and SIE licenses. Jeani specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and charitable organizations. Jeani also owns a quilt making business and is a health coach. Jeani has a strong commitment to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
OR
06/13/2024 - Present
Steward Partners Investment Advisory, LLC (TIGARD OR)
OR
01/05/2006 - 03/17/2009
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
07/31/1993 - 12/08/2005
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
11/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 5/5/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2018
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 5/2/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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