Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeaneen? Claim Your ProfileJeaneen Cancel is a financial advisor at Park Avenue Securities LLC. Jeaneen has over 20 years of experience in the financial services industry. She is a licensed Series 6 and Series 63 representative, and holds the SIE designation. Jeaneen specializes in providing financial planning and portfolio management services to a range of clients, including individuals, families, and businesses. She has previously worked at GUARDIAN INVESTOR SERVICES LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
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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NY
03/31/2015 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
04/12/2011 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
12/31/2000 - 12/13/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (NEW YORK NY)
IN
05/08/2000 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/08/2000 - 12/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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