Invested Better
Unclaimed

Unclaimed

Unclaimed

Jenny Chan Guevara

Ameritas Investment Company, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jenny? Claim Your Profile

About Jenny Chan Guevara

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.

Firm Information

Jenny Guevara is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jenny Guevara’s Registration & Firm History

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)

Not sure if Jenny Chan Guevara is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jenny Chan Guevara. Review regulatory record here.
Not sure if Jenny Chan Guevara is right for you?