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JG

Jacques S. Guvlekjian

Some features on this profile are disabled
CRD#: 7444862
JG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacques Solomon Guvlekjian was a registered financial professional .

Jacques is a previously registered financial professional and started their career in finance in 2022. Jacques had worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 19, 2022 - October 17, 2025

PICTET OVERSEAS INC.

BD
CRD#: 36500
MONTREAL, QC,

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 4/16/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/19/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/10/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/27/2023
General Securities Principal Examination

Current Firm

PO
PICTET OVERSEAS INC.
PICTET OVERSEAS INC.

CRD#: 36500 / SEC#: , 8-47285

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
1000 De La Gauchetiere West Suite 3100, Montreal, Qc, H3B 4W5
Mailing Address
1000 De La Gauchetiere West Suite 3100, Montreal, Qc, H3B 4W5
Phone number
(514) 288-8161
Established
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SOPAFIN SADIRECT OWNER
BAHADOOR, NITISH RAJ NMNPRINCIPAL OPERATIONS OFFICER7779149
GIRARD, CELINECHIEF COMPLIANCE OFFICER6324683
HAMID, ERIC JEAN-PAULCHIEF EXECUTIVE OFFICER (AMERICAS) & DIRECTOR5301753
LA SALA, GASPARE NMNDIRECTOR7275103
PETIT, GRÉGORY ANDRÉ ROGERDIRECTOR7275081
RUST, LAURENT MARCCHIEF FINANCIAL OFFICER, CHIEF OF STAFF, PRINCIPAL FINANCIAL OFFICER, CORPORATE SECRETARY, FIN-OP7854583

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PICTET OVERSEAS INC.

CRD#: 36500

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