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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 Gonyer Baldwin is a financial advisor with Edelman Financial Engines. Jeanne has been in the financial services industry since 1996. Jeanne's experience includes working with individuals, families, and businesses. Jeanne has a deep understanding of the financial markets and a commitment to providing her clients with personalized advice. Jeanne is also a Certified Financial Planner™ and a Chartered Financial Consultant™.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
11/01/2018 - Present
Edelman Financial Engines (NOVI MI)
MI
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NOVI MI)
MI
02/01/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NOVI MI)
MI
06/04/1996 - 01/13/2011
AXA ADVISORS, LLC (PLYMOUTH MI)
NY
06/04/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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