Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanmarie? Claim Your ProfileJeanmarie Margaret Parker is a financial advisor with UBS Financial Services Inc. with over 10 years of experience in the financial services industry. Jeanmarie is registered with the state of Florida to provide both investment advisory and brokerage services. She is associated with the UBS Financial Services Inc. office in West Palm Beach, Florida. Prior to joining UBS Financial Services Inc., Jeanmarie worked at HighTower Securities, LLC and J.P. Morgan Securities LLC.
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.
See schedule d - miscellaneous
1
2
FL
02/19/2021 - Present
UBS Financial Services Inc. (WEST PALM BEACH FL)
FL
10/03/2016 - 11/20/2019
UBS FINANCIAL SERVICES INC. (WEST PALM BEACH FL)
FL
05/26/2016 - 08/11/2016
HIGHTOWER SECURITIES, LLC (Palm Beach Gardens FL)
FL
02/20/2015 - 06/03/2016
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
BOTH
Issued 04/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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