Unclaimed
Jenny Chan Guevara is an investment professional with over 25 years of experience in the financial services industry. Jenny currently works as a registered representative with Ameritas Investment Company, LLC in Livermore, California. Jenny holds Series 6 and Series 63 licenses, as well as the SIE exam certification. In addition to her current registration in California and Hawaii, Jenny has previously held registrations in Massachusetts.
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.
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.
1
2
CA
07/29/1998 - Present
Ameritas Investment Company, LLC (LIVERMORE CA)
MA
05/09/1995 - 11/10/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/09/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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