Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaynie? Claim Your ProfileJaynie Renee Ozment is a financial advisor at Kinetic Investment Management, Inc., with over six years of experience in the industry. Jaynie is a Certified Financial Planner and holds a Series 65 license. Jaynie has worked in various roles, including at the Ozment Agency and Wheeler Ozment Agency, before joining Kinetic Investment Management. Jaynie specializes in providing financial planning, portfolio management for individuals, and educational seminars. Jaynie is dedicated to 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/14/2021 - Present
Kinetic Investment Management, Inc. (LOS ANGELES CA)
Active
Inactive
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