Unclaimed
Jeanne Harbin is a financial professional with over 16 years of experience in the industry. Jeanne is currently registered with Fidelity Brokerage Services LLC and is located in Westlake, TX. Jeanne has a Series 6, Series 7, and Series 63 license.
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.
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.
1
2
TX
01/03/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
06/19/2006 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 07/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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