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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Griffith, is a registered representative with Wells Fargo Clearing Services, LLC. Jeanne's professional experience dates back to 2008 when she joined the industry. Jeanne's office is located in Greenville, DE and she is registered with the following securities authorities: FINRA, Delaware, Florida, Maryland, New Jersey, Pennsylvania, Rhode Island, Virginia, and Texas. Jeanne also holds the following licenses and certifications: Series 66, Series 7, and the SIE. Jeanne holds a total of 30 state licenses. Jeanne is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC and is registered in Delaware and Texas. Jeanne specializes in providing financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
DE
03/23/2024 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE DE)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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