Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Dulson is a financial advisor currently registered with Fidelity Personal And Workplace Advisors in Boston, MA. Jeannie has been in the financial services industry since 1998 and has held licenses in several states. The advisor also has previous experience with M&I Brokerage Services, Inc. in Milwaukee, WI. Jeannie provides financial planning, portfolio management, and educational seminars to clients.
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.
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.
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.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
WI
05/15/1998 - 10/05/1998
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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