Jean-michel Arcand (CRD# 7349455) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Jun 2022 - Current | 1 |
| Nylife Securities LLC | Manchester, NH | Aug 2021 - Jun 2022 | < 1 |
| Samplers Inc. | Pawtucket, RI | Aug 2021 - Jun 2022 | < 1 |
| New York Life Insurance Company | Manchester, NH | Mar 2021 - Jun 2022 | 1 |
| Southern New Hampshire University | Manchester, NH | Jan 2021 - Jun 2022 | 1 |
| Community College Of Rhode Island | Warwick, RI | Jan 2020 - Jun 2022 | 2 |
| Saint Mary's Home For Children | North Providence, RI | Jan 2019 - Feb 2021 | 2 |
| Unemployed | Chepachet, RI | Nov 2018 - Dec 2018 | < 1 |
| Christopher Aaron Counseling Center | Gray, ME | Jan 2018 - Oct 2018 | < 1 |
| Domino's | Woonsocket, RI | Aug 2017 - Dec 2017 | < 1 |
| Saint Anselm College | Manchester, NH | Sep 2013 - Jul 2017 | 3 |
| Hennessey Construction | West Greenwich, RI | Jun 2015 - Aug 2015 | < 1 |
| Center For Orthopedics | Johnston, RI | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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