Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lareesa? Claim Your ProfileLareesa Haynes is a financial advisor registered with Janney Montgomery Scott LLC in Columbus (Grandview), OH. Lareesa has been in the financial services industry for over 12 years and has worked with various firms. Lareesa is licensed in 42 states and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Lareesa specializes in working with individuals, corporations, and businesses of all sizes.
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
OH
08/11/2022 - Present
Janney Montgomery Scott LLC (Columbus (Grandview) OH)
OH
01/31/2022 - 08/22/2022
RAYMOND JAMES & ASSOCIATES, INC. (BEXLEY OH)
OH
10/21/2019 - 01/12/2022
MORGAN STANLEY (Columbus OH)
OH
07/06/2012 - 09/20/2019
RAYMOND JAMES & ASSOCIATES, INC. (MEDINA OH)
OH
07/16/2010 - 07/02/2012
WELLS FARGO ADVISORS, LLC (AKRON OH)
BOTH
Issued 12/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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