Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jade? Claim Your ProfileJade Lotus McMillan is a registered representative with Equity Services, Inc. Jade has been in the financial industry for over a year. Jade is licensed in the state of Vermont. Jade has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Jade specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
06/28/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
BC
Issued 06/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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