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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aprilyn? Claim Your ProfileAprilyn Chavez geissler is a financial advisor with Cambridge Investment Research Advisors, Inc. Aprilyn has been in the industry since 2004. Aprilyn is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Cambridge Investment Research Advisors, Inc. is a Registered Investment Advisor and offers investment advisory services to individuals, families, and businesses. The firm has a strong focus on financial planning and portfolio management. Aprilyn is dedicated to helping clients reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NM
01/10/2023 - Present
Cambridge Investment Research Advisors, Inc. (Albuquerque NM)
NM
09/21/2004 - 12/31/2018
FARMERS FINANCIAL SOLUTIONS, LLC (ALBUQUERQUE NM)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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