Unclaimed
Jeanpierre Holland is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Naples, FL. Jeanpierre has over 29 years of experience in the financial services industry. Jeanpierre has been registered with the SEC since 1994 and is currently licensed in Florida and Texas. Jeanpierre's previous employers include Nationwide Investment Services Corporation, Northern Trust Securities, Inc., Prudential Investment Management Services LLC, Prudential Securities Incorporated, PaineWebber Incorporated, and Whale Securities Co., L.P. Jeanpierre specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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
FL
10/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
OH
04/10/2012 - 09/19/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
10/09/2003 - 04/02/2012
NORTHERN TRUST SECURITIES, INC. (WEST PALM BEACH FL)
NJ
01/04/1999 - 09/23/2003
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
02/16/1998 - 01/27/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/27/1994 - 08/26/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/13/1993 - 03/29/1994
WHALE SECURITIES CO., L.P. (NEW YORK NY)
IA
Issued 02/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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