Jean-yves Van Halle (CRD# 5010835) is an Investment Advisor Representative working at Financial Positioning System, Inc. in Derwood, MD and has over 18 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Positioning System, Inc. | Rockville, MD | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- MD
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$174,635
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
MD
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