Unclaimed
Irene Chandler is a financial advisor at LPL Financial LLC with over 15 years of experience in the financial services industry. Irene has a strong background in securities and investment products. Irene holds the Series 7, 6, and 66 securities licenses and has also passed the SIE exam. Irene is registered with the state of North Carolina. Prior to joining LPL Financial LLC, Irene worked with SunTrust Investment Services, Inc., and NCF Financial Services, Inc. Irene is a member of the LPL Financial team in Kannapolis, North Carolina.
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.
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2
NC
05/01/2018 - Present
LPL Financial LLC (KANNAPOLIS NC)
NC
01/03/2005 - 04/17/2018
SUNTRUST INVESTMENT SERVICES, INC. (SALISBURY NC)
NC
10/02/2003 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
BOTH
Issued 08/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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