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Jeanne Monique Kasler

Saybrus Equity Services, LLC

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About Jeanne Monique Kasler

Jeanne Kasler is a financial professional with over 10 years of experience in the financial services industry. She currently holds a Series 6 license and the Securities Industry Essentials (SIE) exam and is registered with Saybrus Equity Services, LLC. Jeanne has prior experience with Phoenix Equity Planning Corporation. Her career began on September 27, 2009.

Firm Information

Jeanne Kasler is currently registered with Saybrus Equity Services, LLC. Saybrus Equity Services, LLC is a Limited Liability Company formed in October 2018. They are registered to conduct business in all 50 states and the District of Columbia, and have one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeanne Kasler’s Registration & Firm History

CT

09/15/2010 - Present

Saybrus Equity Services, LLC (HARTFORD CT)

OH

09/28/2009 - 09/15/2010

PHOENIX EQUITY PLANNING CORPORATION (MIDDLEBURG HEIGHTS OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeanne Monique Kasler.
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