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J scott Rainey

Charles Schwab & CO., Inc.

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About J scott Rainey

J Scott Rainey is a financial advisor with over 20 years of experience in the industry. J Scott Rainey is currently registered with Charles Schwab & CO., Inc. and holds Series 7, Series 66, and SIE licenses. J Scott Rainey has a background in financial planning and has experience working with various clients, including individuals and businesses. J Scott Rainey also has experience working with AXA Advisors, LLC, IDS LIFE INSURANCE COMPANY, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS FINANCIAL SERVICES INC. J Scott Rainey is a Certified Financial Planner and is committed to providing clients with personalized financial advice.

Firm Information

J scott Rainey is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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J scott Rainey’s Registration & Firm History

OH

07/31/2008 - Present

Charles Schwab & CO., Inc. (Richfield OH)

OH

04/18/2008 - 06/06/2008

AXA ADVISORS, LLC (AKRON OH)

NA

04/10/1980 - 10/26/1990

IDS LIFE INSURANCE COMPANY

NA

04/10/1980 - 12/14/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

04/10/1980 - 12/24/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

BOTH

Issued 07/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/31/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for J scott Rainey.
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