Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayne? Claim Your ProfileJayne Ly is a financial professional with over 20 years of experience in the financial industry. Jayne is currently registered as a broker with Bankers Life Advisory Services, Inc. and provides financial planning and portfolio management services to individuals and businesses. Jayne has held previous roles at Grove Point Investments, LLC and FolioFN Investments, Inc. Jayne is licensed to provide financial services in 51 states and has a wide range of experience serving a diverse client base.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
07/14/2023 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
MD
06/01/2015 - 02/24/2022
GROVE POINT INVESTMENTS, LLC (Rockville MD)
VA
09/07/2005 - 06/01/2015
FOLIOFN INVESTMENTS, INC. (MCLEAN VA)
VA
01/01/2005 - 07/28/2005
FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)
NY
11/26/2001 - 04/03/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
05/10/2001 - 09/07/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/10/2001 - 09/07/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2017
Series 4 - Registered Options Principal Examination
BC
Issued 01/18/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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