Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolyn? Claim Your ProfileJolyn Chappell is a registered Investment Advisor Representative with Gradient Advisors, LLC. Jolyn has been in the financial services industry since March 2014, and holds multiple licenses, including Series 6, 63 and 65. Jolyn's prior experience includes roles with Transamerica Financial Advisors, Inc. and Intervest International Equities Corporation. Jolyn specializes in financial planning, portfolio management and pension consulting. Jolyn primarily serves high net worth individuals, individuals other than high net worth, and pension and profit sharing plans. Jolyn is associated with Gradient Advisors, LLC's Arden Hills, Minnesota office.
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.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
MN
10/17/2017 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
UT
11/30/2015 - 11/01/2016
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Centerfield UT)
UT
03/31/2014 - 12/11/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (HURRICANE UT)
IA
Issued 10/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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