Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiyante? Claim Your ProfileJiyante Kyliesha Francis is a financial professional with over 4 years of experience in the financial services industry. Jiyante has a Series 63, Series 7, and SIE licenses. Jiyante currently works for Janney Montgomery Scott LLC. Previously, Jiyante was employed at WELLS FARGO CLEARING SERVICES, LLC, ROBINHOOD FINANCIAL, LLC, and VANGUARD MARKETING CORPORATION. Jiyante specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jiyante is registered with the state of North Carolina and 52 other states.
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.
Fee plus commission
1
2
NC
07/14/2023 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NC
01/25/2023 - 03/20/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
07/22/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
11/06/2018 - 07/27/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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