Unclaimed
Jolie Chaikin is a financial advisor with Voya Investments Distributor, LLC, a firm that is registered with the Financial Industry Regulatory Authority (FINRA). Jolie has been in the industry for over 17 years. She is a Series 7 and Series 63 licensed advisor. Her experience is in providing investment advice and financial planning services.
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
NY
05/07/2018 - Present
Voya Investments Distributor, LLC (NEW YORK NY)
NY
01/19/2006 - 04/24/2018
NEUBERGER BERMAN BD LLC (NEW YORK NY)
BC
Issued 04/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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