Jean Mathieu (CRD# 3223733) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 24 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Financial Solutions, Inc. | Manchester, NH | Mar 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NH
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$92,727
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NH
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