Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoinette? Claim Your ProfileAntoinette Marie Jones is a financial advisor with Charles Schwab & Co., Inc. located in Westlake, Texas. Antoinette has been in the industry since 2003. In addition to Charles Schwab, Antoinette has also been associated with TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and FIDELITY BROKERAGE SERVICES LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
10/11/2022 - 12/31/2023
TD AMERITRADE CLEARING, INC. (OMAHA NE)
TX
03/14/2017 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
TX
09/18/2007 - 01/04/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
03/30/2006 - 09/20/2007
TD AMERITRADE, INC. (FORT WORTH TX)
TX
03/03/2004 - 03/30/2006
AMERITRADE, INC. (FORT WORTH TX)
RI
12/01/2000 - 03/13/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2007
Series 4 - Registered Options Principal Examination
BC
Issued 09/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Antoinette Jones is the right advisor for you? Invested Better is here to help.
