Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daylene? Claim Your ProfileDaylene Bachman is a financial advisor with Edward Jones, a firm with over 20,000 licensed agents and advisors nationwide. Daylene has over 25 years of experience in the financial services industry. Daylene specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Daylene's expertise includes portfolio management, retirement planning, and estate planning. She is committed to helping her clients achieve their financial goals. Daylene is a registered representative with FINRA and a registered investment advisor representative with the state of Oklahoma.
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
OK
12/03/2018 - Present
Edward Jones (EDMOND OK)
OK
10/16/1997 - 04/19/2017
SCOTTRADE, INC. (EDMOND OK)
BOTH
Issued 02/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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