Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanine? Claim Your ProfileJeanine Delgado is a financial advisor with Morgan Stanley, a firm with approximately $10 billion to $50 billion in assets under management. Jeanine is a registered representative in the state of Georgia, and has been in the industry since 2022. She is Series 7TO and SIE licensed. Jeanine has previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and J.P. MORGAN SECURITIES LLC. Jeanine offers a range of services, including financial planning, portfolio management for individuals and businesses, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
10/29/2024 - Present
Morgan Stanley (Atlanta GA)
GA
09/12/2023 - 01/09/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ALPHARETTA GA)
GA
11/28/2022 - 07/10/2023
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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