Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joczan? Claim Your ProfileJoczan Chavez is a financial advisor in Sacramento, CA who has been in the industry since December 11, 2016. Joczan is registered with LPL Financial LLC and has passed the Series 7, Series 6, Series 63, and Series 66 exams. Previously, Joczan was employed with J.P. Morgan Securities LLC in Dixon, CA.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
01/30/2019 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
02/02/2015 - 11/23/2016
J.P. MORGAN SECURITIES LLC (DIXON CA)
BOTH
Issued 01/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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