Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayne? Claim Your ProfileJayne Waida Di vincenzo is a financial advisor with over 24 years of experience in the financial services industry. Jayne is currently registered with Kestra Advisory Services, LLC, where they provide financial planning, portfolio management, and investment advisory services to individual and institutional clients. Jayne holds the Series 7, 24, 31, 52, 53, 63, and 65 licenses as well as the SIE. Jayne also holds the CFP® and ChFC® designations. Jayne has a strong track record of success in helping 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/17/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
GA
07/29/2020 - 08/09/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Savannah GA)
VA
02/20/2009 - 07/08/2020
LPL FINANCIAL LLC (NEWPORT NEWS VA)
VA
01/12/2004 - 02/20/2009
MICG INVESTMENT MANAGEMENT, LLC (NEWPORT NEWS VA)
NJ
03/08/1999 - 12/18/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/29/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jayne Di vincenzo is the right advisor for you? Invested Better is here to help.
