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JL

Jean-francois J. Lavoie

DESJARDINS SECURITIES INTERNATIONAL
Montreal, Quebec, H3B 0A9
Some features on this profile are disabled
CRD#: 7555456
JL

Professional summary


Jean-francois Joseph Lavoie, who also goes by J-f Lavoie, is a registered financial professional currently at DESJARDINS SECURITIES INTERNATIONAL INC. .

Jean-francois is registered as a RR (Registered Representative) and started their career in finance in 2022. Jean-francois has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J-F Lavoie

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) - BD


Click below to view Jean-francois Joseph Lavoie's CRS (Customer Relationship Summary).

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


Current

August 29, 2022 - Present

DESJARDINS SECURITIES INTERNATIONAL INC.

Office #1: 1170 Peel Street Suite 300, Montreal, Quebec, H3B 0A9
BD
CRD#: 112417
Montreal, Quebec,

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/26/2022)
RR
Alaska
(9/26/2022)
RR
Arizona
(9/26/2022)
RR
Arkansas
(9/26/2022)
RR
California
(9/26/2022)
RR
Colorado
(9/26/2022)
RR
Connecticut
(9/26/2022)
RR
Delaware
(9/26/2022)
RR
District of Columbia
(9/26/2022)
RR
Florida
(9/26/2022)
RR
Georgia
(9/26/2022)
RR
Idaho
(9/26/2022)
RR
Illinois
(9/26/2022)
RR
Indiana
(9/26/2022)
RR
Iowa
(9/26/2022)
RR
Kansas
(9/26/2022)
RR
Kentucky
(9/26/2022)
RR
Louisiana
(9/26/2022)
RR
Maryland
(9/26/2022)
RR
Massachusetts
(9/26/2022)
RR
Michigan
(9/26/2022)
RR
Minnesota
(9/26/2022)
RR
Missouri
(9/26/2022)
RR
Nebraska
(9/26/2022)
RR
Nevada
(9/26/2022)
RR
New Hampshire
(9/26/2022)
RR
New Jersey
(9/26/2022)
RR
New Mexico
(9/26/2022)
RR
New York
(9/26/2022)
RR
North Carolina
(9/26/2022)
RR
Ohio
(9/26/2022)
RR
Oregon
(9/26/2022)
RR
Pennsylvania
(9/26/2022)
RR
Texas
(9/26/2022)
RR
Utah
(9/26/2022)
RR
Virginia
(9/26/2022)
RR
Washington
(9/26/2022)
RR
Wisconsin
(9/26/2022)
RR
Wyoming
(9/26/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 9/16/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/26/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


DS
DESJARDINS SECURITIES INTERNATIONAL INC.
3858839 CANADA INC. | DESJARDINS SECURITIES INTERNATIONAL INC. | DESJARDINS SECURITIES INTERNATIONAL INC

CRD#: 112417 / SEC#: , 8-53256

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


Main Address
1170 Peel Street Suite 300, Montreal, Quebec, H3B 0A9
Mailing Address
1170 Peel Street Suite 300, Montreal, Quebec, H3B 0A9
Phone number
(514) 841-1273
Established
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (39 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
DESJARDINS SECURITIES INC.SHAREHOLDER
CABEL, DAVID WILLIAMCHAIRMAN OF THE BOARD, PRESIDENT AND CHIEF EXECUTIVE OFFICER5983651
CHARETTE, DANNYDIRECTOR, FINOP7285881
LOUDIN, RADEKDIRECTOR, CHIEF COMPLIANCE OFFICER AND AML COMPLIANCE OFFICER5429096

Disclosures


Regulatory Event1

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


DESJARDINS SECURITIES INTERNATIONAL INC.

CRD#: 112417Montreal, Quebec, H3B 0A9

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