Unclaimed
Jeannine Chouinard Santor is an investment advisor representative with Equity Services, Inc., located in Montpelier, Vermont. Jeannine has been in the industry since October 14, 2012, and has passed both the Series 99 and the SIE exams. She has been registered with FINRA since October 15, 2012. Prior to her current position, Jeannine was employed by Sentinel Financial Services Company, also in Montpelier, Vermont.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
10/15/2012 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
10/15/2012 - 10/27/2017
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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