Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanmarie? Claim Your ProfileJeanmarie Labonte is an active investment advisor with over 20 years of experience. Jeanmarie's career has spanned multiple firms, including First Republic Securities Company, LLC and Comerica Securities. Currently, Jeanmarie is registered with Goldman Sachs & Co. LLC, a prominent investment banking firm, operating in the San Francisco branch office. Jeanmarie holds the Series 3, SIE, 7, 63, 65, and 66 licenses, reflecting a diverse range of financial expertise.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
CA
08/25/2023 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
11/16/2015 - 06/16/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
MI
06/22/2012 - 11/04/2015
COMERICA SECURITIES (DETROIT MI)
CA
12/13/2010 - 09/01/2011
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
TN
11/28/2007 - 12/01/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
CA
05/02/2001 - 11/07/2007
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/03/2001 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NJ
01/09/1998 - 06/29/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
12/15/1995 - 03/26/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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