Unclaimed
Chasity Maureen Jaynes is a financial advisor with LPL Financial LLC. Chasity has been working in the financial services industry since 1996. Chasity holds the following licenses: Series 6, Series 7, Series 24, Series 26, and Series 63. Chasity provides investment advice and financial planning services to individuals, families, and businesses. Chasity is also registered with the states of Florida, New Jersey, New York, and Pennsylvania.
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
NY
08/03/2021 - Present
LPL Financial LLC (SYRACUSE NY)
NY
04/20/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (SYRACUSE NY)
NY
04/10/2014 - 10/10/2016
ONEIDA WEALTH MANAGEMENT, INC. (Syracuse NY)
NY
09/16/2005 - 11/28/2014
CADARET, GRANT & CO., INC. (NORTH SYRACUSE NY)
NY
12/05/1995 - 05/23/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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