Jacques Marcel Baertsoen
Professional Summary
Jacques Marcel Baertsoen was a registered financial advisor. Jacques was a previously registered financial professional and started their career in finance 1988 - 2014. Jacques had worked at 7 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 4, Series 53, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANTAGE INVESTMENT SERVICE | MANUBANK INVESTMENT SERVICES CORPORATION | COMERICA SECURITIES,INC. | COMERICA SECURITIES | COMERCIA SECURITIES
Contact Information
Main Address
3701 Hamlin Road Mc 3291, Detroit, MI 48226Mailing Address
3701 Hamlin Road Mc 3291, Auburn Hills, MI 48326Phone Number
(214) 462-1117Established
Michigan since 10/10/1985Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
211FINRA licenses (25 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COMERICA INVESTMENT SERVICES, INC. | SHAREHOLDER | — |
| SCHELL, RICHARD EDWARD | DIRECTOR/ SENIOR VICE PRESIDENT/ CCO | 1543415 |
Regulatory Assets Under Management
Total Number of Accounts
4,527AUM (Assets Under Management)
$2,385,128,214Disclosures
Regulatory Event
13Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 1997About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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