Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Michelle Jones is a registered investment advisor representative with Commonwealth Financial Network. Candice has been in the financial services industry since 2010 and has experience working with individuals, families, and small businesses. Candice is committed to providing her clients with personalized financial advice and guidance to help them achieve 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.
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CA
02/07/2020 - Present
Commonwealth Financial Network (Mill Valley CA)
CA
07/29/2015 - 05/01/2018
COMMONWEALTH FINANCIAL NETWORK (San Ramon CA)
CA
02/10/2011 - 07/31/2015
FSC SECURITIES CORPORATION (SAN RAMON CA)
NE
08/06/2010 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
CA
07/24/2008 - 06/22/2009
COMMONWEALTH FINANCIAL NETWORK (GRANITE BAY CA)
BOTH
Issued 02/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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