Unclaimed
Jeanine Marie Fisher is a financial advisor currently employed by Sunbelt Securities, Inc.. Jeanine has been in the securities industry since 1981. Jeanine has been with Sunbelt Securities, Inc. since 2011 and previously worked for STOCKCROSS FINANCIAL SERVICES, INC., TRADESTAR INVESTMENTS, INC., FISERV INVESTOR SERVICES, INC., FIDELITY BROKERAGE SERVICES, INC., SCHNEIDER, BERNET & HICKMAN, INC., and PAINE, WEBBER, JACKSON & CURTIS INC.. Jeanine holds Series 7, Series 63, and SIE licenses. Jeanine provides financial planning services to individuals, businesses, and investment companies.
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.
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
TX
03/18/2011 - Present
Sunbelt Securities, Inc. (Houston TX)
TX
01/01/2007 - 04/12/2011
STOCKCROSS FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
02/03/1986 - 01/01/2007
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
TX
05/08/2002 - 11/03/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
12/13/1983 - 02/25/1986
FIDELITY BROKERAGE SERVICES, INC.
NA
06/23/1982 - 02/13/1984
SCHNEIDER, BERNET & HICKMAN, INC.
NA
04/13/1981 - 06/20/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 09/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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