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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 Michelle Monroe is a financial advisor currently registered with Rehmann Wealth. Jeannette has been in the industry since 2003 and has a wide range of experience, including working with both individuals and businesses. She has passed multiple industry exams including the Series 7, 9, 10, 24, and 66. Jeannette's focus is on financial planning, portfolio management, and pension consulting. She is also a supervisor for both Rehmann Financial and Rehmann Financial Network. Jeannette is registered to provide advisory services in 27 states and has a total of 5272 accounts under management, totaling over $3.8 Billion. She is an experienced financial advisor dedicated to helping clients achieve their financial goals.
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.
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.
Servicing fees from custodians
1
2
FL
08/04/2011 - Present
Rehmann Wealth (Vero Beach FL)
FL
03/26/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (VERO BEACH FL)
FL
03/27/2009 - 12/01/2009
OPPENHEIMER & CO. INC. (FORT MYERS FL)
FL
01/03/2008 - 03/17/2009
STANFORD GROUP COMPANY (BOCA RATON FL)
FL
04/02/2007 - 01/04/2008
MORGAN STANLEY & CO., INCORPORATED (FT. LAUDERDALE FL)
FL
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (FT. LAUDERDALE FL)
FL
04/29/2004 - 02/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
FL
10/06/2002 - 04/16/2004
GEEK SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 11/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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