Unclaimed
Brent Donald Jensen is a financial advisor with Charles Schwab & CO., Inc. in Omaha, Nebraska. Brent has been working in the financial services industry since December 22, 2005. Brent is licensed to offer securities and investment advisory services in Nebraska. Brent is also a registered representative with FINRA and has passed the Series 66, Series 7 and SIE exams. Brent was previously employed with TD Ameritrade, Inc. and Ameritrade, Inc.
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
NE
01/19/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/18/2018 - 01/19/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
04/22/2006 - 01/17/2017
TD AMERITRADE, INC. (OMAHA NE)
NE
03/31/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 05/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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