Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annelise? Claim Your ProfileAnnelise Chayka is a financial advisor with over 10 years of experience in the financial services industry. Annelise is currently registered with LPL Financial LLC in Wilmington, Delaware and Fort Mill, South Carolina. Annelise has previously worked with Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, J.P. Morgan Securities LLC, Capital One Investing, LLC, Capital One Investment Services LLC, Capital One Sharebuilder, Inc., and TFS Securities, Inc. Annelise holds a variety of licenses and certifications including Series 7, 11, 52, 53, 66, and SIE. Annelise specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and high-net-worth clients. Annelise is dedicated to helping clients achieve their financial goals and objectives.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
05/23/2022 - Present
LPL Financial LLC (Wilmington DE)
PA
07/05/2016 - 03/25/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
06/24/2016 - 03/25/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
DE
11/24/2015 - 06/23/2016
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
01/02/2015 - 07/01/2015
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
DE
10/20/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (Wilmington DE)
DE
10/02/2012 - 11/06/2014
CAPITAL ONE SHAREBUILDER, INC. (WILMINGTON DE)
PA
07/27/2011 - 04/30/2012
TFS SECURITIES, INC. (KING OF PRUSSIA PA)
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2011
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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