Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannine? Claim Your ProfileJeannine Klos is a financial advisor at Equitable Advisors, LLC. Jeannine has over 30 years of experience in the financial services industry and has held various positions with firms including Pruco Securities Corporation and Prudential Mutual Fund Distributors, Inc. Jeannine is registered with FINRA and holds the Series 6, Series 7, Series 63, and SIE licenses. Jeannine specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Jeannine is also a corporate treasurer for James Michael Klos, PA dba The Klos Appraisal Group and dba Close to the Heart, a real estate appraisal firm.
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.
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
FL
01/06/2025 - Present
Equitable Advisors, LLC (TAMPA FL)
NJ
03/07/1996 - 04/19/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
06/07/1991 - 09/26/1995
PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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