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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jinette? Claim Your ProfileJinette Chiappetta is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Henrico, Virginia. Jinette has been in the financial services industry since 2013 and is registered with the state of Virginia as an Investment Advisor Representative (IAR). Jinette is also a licensed insurance agent and a Certified Public Accountant (CPA). She is committed to providing personalized financial planning and investment advice to individuals and families. Jinette specializes in a variety of financial services including retirement planning, college savings, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
12/21/2015 - Present
Cambridge Investment Research Advisors, Inc. (Henrico VA)
VA
01/11/2013 - 09/15/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (GLEN ALLEN VA)
IA
Issued 09/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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