Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cicely? Claim Your ProfileCicely Jaubert-thompson is a financial advisor with Charles Schwab & CO., Inc., with over 7 years of experience in the financial services industry. Cicely holds Series 7, SIE, and Series 66 licenses and has been registered in 44 states. Before joining Charles Schwab & CO., Inc., Cicely held positions with TD AMERITRADE, INC., MORGAN STANLEY, 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
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2
TX
01/27/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/08/2019 - 09/19/2022
TD AMERITRADE, INC. (Southlake TX)
TX
11/01/2017 - 10/30/2018
MORGAN STANLEY (FT. WORTH TX)
TX
09/15/2015 - 09/07/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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