Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaisy? Claim Your ProfileJaisy Prem is a financial advisor with over five years of experience in the industry. Jaisy is a Certified Financial Planner and is registered with the state of California. Jaisy is currently affiliated with Northstar Investment Advisory LLC, based in Fresno, California. Jaisy has previously worked with Principal Securities, Inc., also based in Fresno. Jaisy specializes in providing financial planning and educational seminars to clients. Jaisy is committed to helping individuals and families achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
04/11/2022 - Present
Northstar Investment Advisory LLC (Fresno CA)
CA
12/15/2015 - 02/13/2019
PRINCIPAL SECURITIES, INC. (Fresno CA)
BOTH
Issued 01/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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