Unclaimed
Jayne Byrne is a financial advisor with over 35 years of experience in the industry. Jayne has a strong track record of providing financial advice to individuals, families, and businesses. Jayne holds a Series 7, 24, and 66 licenses. Jayne is also a Certified Financial Planner. Jayne is currently registered with LPL Financial LLC in California and Texas. Prior to joining LPL Financial, Jayne was a financial advisor at Cetera Advisor Networks LLC. Jayne is committed to providing her clients with personalized financial advice and guidance. Jayne has a passion for helping her clients 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.
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
CA
10/29/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
01/17/2017 - 10/29/2020
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
09/24/1985 - 01/19/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 09/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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