Best Investors Account Sign in
Inactive

Jean Marie Mathieu

Legacy Financial Solutions, Inc.

Manchester, NH

Claim This Profile
Current Employers
Legacy Financial Solutions, Inc.

1361 Elm Street Suite 100, Manchester, NH 03101 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2005-10-12
  • NH RA
    APPROVED
    Since 2005-10-12

Branch Locations

1361 Elm Street, #100, Manchester, NH 03101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Financial Solutions, Inc. Manchester NH 03/2005 Present
Previous Registrations
  • 2006-01-27 → 2007-07-16
    Legacy Advisory Services, Inc.
    Manchester, NH
Other Businesses

INDEPENDENT INSURANCE AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-27
S63 Uniform Securities Agent State Law Examination 1999-07-30
  • S65 Uniform Investment Adviser Law Examination
    1999-12-27
  • S63 Uniform Securities Agent State Law Examination
    1999-07-30
Other Names
  • Jean Marie Esslinger

View on SEC IAPD

Other Firms

MORGAN STANLEY
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
EAGLE STRATEGIES LLC
UBS FINANCIAL SERVICES INC.
AMERICAN WEALTH PROTECTION FINANCIAL, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PREPUBLIC EQUITY PARTNERS
FUTUREMONEY RIA

Other Investors

DIANE DUSTICK MURPHY
JILL S LOVEREN
JESSE E BURNETT
Stacey L Girard
CHARLES ALEXANDER DUNLAP
SETH PATRICK MCNALLY
GEORGE TZIMAS
JOSEPH BOYD CARTIER

Other Offices

MORGAN STANLEY · Manchester, NH
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Manchester, NH
EAGLE STRATEGIES LLC · MANCHESTER, NH
UBS FINANCIAL SERVICES INC. · MANCHESTER, NH
EAGLE STRATEGIES LLC · MANCHESTER, NH
EAGLE STRATEGIES LLC · MANCHESTER, NH
AMERICAN WEALTH PROTECTION FINANCIAL, LLC · MANCHESTER, NH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Manchester, NH

More in Manchester, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor