Unclaimed
Jeanne Ann Jehle is a financial advisor with First Heartland Consultants, Inc. based in Lake Saint Louis, Missouri. Jeanne has been in the industry since April 2005 and holds several licenses and certifications. She is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), and is also licensed in several states. Jeanne specializes in financial planning, pension consulting, educational seminars, and portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
08/24/2007 - Present
First Heartland Consultants, Inc. (LAKE SAINT LOUIS MO)
MO
01/08/2009 - 04/28/2017
CENTERRE CAPITAL LLC (LAKE ST LOUIS MO)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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