Unclaimed
Jeannine Tran is a financial advisor with Fidelity Brokerage Services LLC. Jeannine has been in the industry since 2020 and is registered to provide investment advice in 52 states. Jeannine holds the Series 63, 65, 7 and SIE licenses and has passed all relevant state licensing exams.
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.
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.
1
2
CA
06/08/2021 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
BC
Issued 12/11/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jeannine Tran is the right advisor for you? Invested Better is here to help.