Unclaimed
Candace Jevonne Flowers is a financial advisor with Janney Montgomery Scott LLC. Candace has been in the financial industry since 2021. Candace specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Candace holds Series 7TO, Series 63, Series 65, and SIE licenses. Candace is registered with the state of South Carolina and is also active in 52 other states. In addition to her work as a financial advisor, Candace is also a co-owner of a micro-bakery.
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.
Fee plus commission
1
2
SC
08/30/2024 - Present
Janney Montgomery Scott LLC (COLUMBIA SC)
NC
05/09/2023 - 12/31/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
02/08/2022 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
IA
Issued 08/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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