Unclaimed
Jeannette Michelle Williams is a financial advisor with LPL Financial LLC. Jeannette has been in the financial industry since 2004. Jeannette is registered with FINRA and holds Series 6, 7, 63 and 65 licenses. Jeannette is also registered with the states of Alabama, Alaska, Arizona, Florida, Illinois, Kentucky, Mississippi, Missouri, Pennsylvania, Tennessee and Washington. Jeannette is based in Clarksville, TN, and also serves clients in Hopkinsville, KY and Elkton, KY.
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.
Consulting and other non-discretionary advisory services
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
TN
01/28/2019 - Present
LPL Financial LLC (CLARKSVILLE TN)
TN
07/06/2007 - 02/10/2015
INVEST FINANCIAL CORPORATION (CLARKSVILLE TN)
FL
04/18/2006 - 09/22/2006
TOWER SQUARE SECURITIES, INC. (BRADENTON FL)
MA
12/10/2004 - 03/15/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
PA
07/12/2004 - 11/12/2004
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
TN
11/25/2003 - 06/07/2004
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
Issued 08/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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