Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaice? Claim Your ProfileJaice Victoria Cahill is an active investment advisor representative with LPL Financial LLC. Jaice has been working in the financial industry since December 2020. Jaice is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7TO and Series 66 license. Jaice's previous employers include Morgan Stanley and Arvest Wealth Management. Jaice is based in Lebanon, Missouri and is licensed in Arizona, Arkansas, Illinois, Indiana, Iowa, Kansas, Missouri, Montana, New Mexico, North Carolina, Texas, and Virginia.
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
MO
05/06/2024 - Present
LPL Financial LLC (LEBANON MO)
MO
01/17/2023 - 04/30/2024
MORGAN STANLEY (Springfield MO)
MO
11/06/2020 - 12/05/2022
ARVEST WEALTH MANAGEMENT (SPRINGFIELD MO)
BOTH
Issued 01/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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