Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Marie Mabry has been in the financial industry since December 31, 2007. Jeannie is currently registered with Wells Fargo Clearing Services, LLC, and has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeannie has several licenses and certifications, including Series 7, 9, 10, 66, SIE and Series 99TO. Jeannie specializes in portfolio management for businesses and individuals, as well as investment consulting services to institutional 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.
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
11/29/2023 - Present
Wells Fargo Clearing Services, LLC (ROLLING HILLS ESTATES CA)
CA
01/01/2008 - 05/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
BOTH
Issued 03/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
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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