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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannette? Claim Your ProfileJeannette Marie Dobbyn is a financial advisor registered with Wells Fargo Clearing Services, LLC since May 2013. Jeannette holds licenses for both securities and investment advising, and has over 30 years of experience in the financial services industry. She has been active in the industry since December 1987. Jeannette works with individuals, families, trusts, pension plans, and corporations. She is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in portfolio management, financial planning, and investment consulting services. Jeannette has previous experience with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and E. F. HUTTON & COMPANY INC..
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
03/30/2016 - Present
Wells Fargo Clearing Services, LLC (BREA CA)
CA
06/01/2009 - 06/07/2013
MORGAN STANLEY (BREA CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BREA CA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/22/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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