Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanie? Claim Your ProfileJeanie E. Vidal is an active Broker/Dealer (B/D) and Investment Adviser (IA) representative registered with J.p. Morgan Securities LLC. Jeanie has been working in the industry for over 18 years. Jeanie is registered in 53 states and the District of Columbia, as well as in Puerto Rico and the Virgin Islands. In addition to being registered with J.p. Morgan Securities LLC, Jeanie was previously registered with CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Jeanie holds the following licenses: Series 63, Series 66, Series 7, Series 9, Series 10, and Series 24. Jeanie has passed the Securities Industry Essentials Examination (SIE).
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/08/2014 - Present
J.p. Morgan Securities LLC (New York NY)
NY
05/29/2007 - 11/13/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/13/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeanie Vidal is the right advisor for you? Invested Better is here to help.
