Unclaimed
Chantel Renee Ducille is a financial advisor at LPL Financial LLC, a firm with over $50 billion in assets under management. Chantel has been in the industry since August 13, 2011, and is registered with FINRA and the state of South Carolina. Chantel has a wide range of experience, including experience with TradeKing, and holds the Series 3, 4, 7, 24, 57TO, and SIE licenses. Chantel offers financial planning and portfolio management services for both individuals and businesses.
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
SC
03/20/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/28/2011 - 03/02/2017
TRADEKING (CHARLOTTE NC)
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2014
Series 4 - Registered Options Principal Examination
BC
Issued 08/03/2021
Series 57TO - Securities Trader Exam
BC
Issued 12/03/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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