Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Lee Thao-houane is a financial advisor with over 25 years of experience in the industry. Jeannie is currently registered with Ameriprise Financial Services, LLC and has held previous roles with firms such as VOYA FINANCIAL ADVISORS, INC., WELLS FARGO ADVISORS, LLC, and CHARLES SCHWAB & CO., INC. Jeannie holds a variety of licenses and certifications, including Series 6, 7, 10, 63, 66, and SIE. Jeannie offers a range of financial services including financial planning, portfolio management, and asset allocation services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/07/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
07/14/2009 - 11/25/2015
VOYA FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/01/2008 - 07/17/2009
WELLS FARGO ADVISORS, LLC (SUGAR LAND TX)
TX
10/09/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SUGAR LAND TX)
TX
12/01/2005 - 10/10/2006
ALLSTATE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
04/18/1997 - 09/15/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
08/19/1996 - 04/17/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
02/16/1996 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
NY
01/23/1996 - 03/04/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/01/1991 - 07/27/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
01/30/1991 - 07/27/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/09/1987 - 06/29/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/09/1987 - 06/29/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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