Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanine? Claim Your ProfileJeanine Stelzner is a financial advisor with over 20 years of experience in the financial industry. Jeanine is currently registered with Cambridge Investment Research Advisors, Inc. and has been associated with the firm since February 2017. Jeanine is also associated with Cassidy Financial Services since August 2023. Previously, Jeanine was associated with Tower Square Securities, Inc. and Ameriprise Financial Services, Inc. Jeanine holds Series 7, 66 and SIE licenses and is registered in California and Florida. Jeanine specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
02/10/2017 - Present
Cambridge Investment Research Advisors, Inc. (Key Largo FL)
FL
08/15/2011 - 11/02/2011
TOWER SQUARE SECURITIES, INC. (PLANTATION KEY FL)
FL
03/28/2002 - 06/30/2011
AMERIPRISE FINANCIAL SERVICES, INC. (KEY LARGO FL)
MN
03/28/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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