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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 Marie Howell is a financial advisor with over 35 years of experience in the industry. Jeanne is currently registered with Morgan Stanley in Lawrenceville, NJ. Prior to her current role, Jeanne worked at LPL Financial LLC, Blackrock Investments, LLC, FAM Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeanne holds both Series 63 and Series 65 licenses as well as Series 7 and SIE licenses. Jeanne specializes in providing investment advice to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
12/06/2024 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
06/10/2015 - 11/25/2015
LPL FINANCIAL LLC (PRINCETON NJ)
NJ
09/29/2006 - 05/19/2015
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
04/05/2000 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/15/1987 - 12/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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