Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Marie McGannon is a financial advisor with Cresset Asset Management, LLC. Jeanne Marie is registered with the state of New York. Jeanne Marie has been in the financial services industry for over 20 years. Jeanne Marie's previous experience includes roles with First Republic Securities Company, LLC, Constellation Wealth Advisors LLC, Andrew Garrett Inc., The Concord Equity Group, LLC, and Salomon Smith Barney Inc. Jeanne Marie holds the Series 3, 7, 9, 10, 24, 63, and 66 licenses. Jeanne Marie is a Certified Financial Planner.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/03/2023 - Present
Cresset Asset Management, LLC (New York NY)
NY
09/30/2015 - 06/14/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
03/16/2009 - 10/01/2015
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
NY
08/14/2008 - 11/24/2008
ANDREW GARRETT INC. (NEW YORK NY)
NJ
09/20/2007 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
02/24/1998 - 04/05/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2016
Series 3 - National Commodity Futures Examination
BC
Issued 06/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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