Unclaimed
Chandler Isaac Jenson is a financial advisor with LPL Financial LLC. Chandler has been in the financial services industry for over 2 years. Chandler is registered with the state of California, Colorado, and Texas as a Registered Representative and Investment Advisor Representative. Chandler has experience providing financial advice to individuals, corporations, and other businesses. Chandler has experience with a variety of investment products and services, including mutual funds, variable annuities, and insurance. Chandler is committed to providing clients with personalized financial advice and strategies that meet their unique needs and 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.
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.
1
2
CA
08/29/2023 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CO
04/26/2021 - 09/11/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
IA
Issued 03/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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