Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chasidy? Claim Your ProfileChasidy Yocum is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors nationwide. Chasidy is registered with the Securities and Exchange Commission (SEC) and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Chasidy Yocum has over 5 years of experience in the financial services industry, working with clients of all types, including individuals, families, businesses, and retirement plans. She is dedicated to helping clients achieve their financial goals. You can reach Chasidy at Edward Jones office in Lawrenceburg, Kentucky.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
KY
05/18/2021 - Present
Edward Jones (LAWRENCEBURG KY)
KY
10/08/2019 - 05/03/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (Lexington KY)
IL
10/12/2018 - 08/05/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 03/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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