Jean-marie G. Mcintosh
Professional summary
Jean-marie Grande Mcintosh MRS., who also goes by Jean-marie Grande Mcintosh, is a registered financial advisor currently at PERSONAL ECONOMIC PLANNING, LLC located in Royal Oaks, California.
Jean-marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jean-marie has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jean-marie Grande Mcintosh MRS.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2010 - Present
PERSONAL ECONOMIC PLANNING, LLC
February 5, 2010 - November 9, 2010
LPL FINANCIAL LLC
September 8, 2009 - November 9, 2010
LPL FINANCIAL LLC
June 15, 2005 - September 8, 2009
MUTUAL SERVICE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/12/2010)
Exams
Current Firm
PERSONAL ECONOMIC PLANNING, LLC
CRD#: 151333 / SEC#:
Contact information
Red Flags
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