Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Lynn Basso is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Franklin, TN. Jeanne has been in the financial services industry since 1998. Jeanne's previous experience includes positions at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Jeanne holds Series 7, 9, 10, 31, and 63 securities licenses and is registered to provide investment advice in Tennessee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
07/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Franklin TN)
TN
02/13/2013 - 04/26/2024
RAYMOND JAMES & ASSOCIATES, INC. (Franklin TN)
TN
06/07/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
06/01/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
TN
12/14/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
BC
Issued 01/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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