Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Delaura is a Registered Investment Advisor Representative with IMA Advisory Services, Inc. Jeanne has been with the firm since October 2009 and holds a Series 65 registration in California. The IMA Advisory Services, Inc. firm has been in business since 2008 and provides investment advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. Jeanne is committed to providing her clients with personalized financial planning and investment management services. Jeanne is also a licensed insurance broker.
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.
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CA
04/17/2023 - Present
IMA Advisory Services, Inc. (Pasadena CA)
Active
Inactive
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