Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Capewell Lind is a financial advisor with over 20 years of experience in the financial services industry. Jack has a proven track record of providing comprehensive financial planning and investment advice to individuals and families. Jack currently works at Charles Schwab & Co., INC., a leading provider of financial services. Prior to joining Charles Schwab, Jack was a financial advisor at TD Ameritrade, INC., where he specialized in helping clients reach their financial goals. Jack holds a Series 7, 63, 31 and SIE license.
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
NJ
02/22/2022 - Present
Charles Schwab & CO., Inc. (Bridgewater NJ)
NJ
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Bridgewater NJ)
NJ
09/30/2016 - 02/26/2018
SCOTTRADE, INC. (EDISON NJ)
NJ
09/28/2011 - 12/19/2015
MORGAN STANLEY (SHREWSBURY NJ)
NY
06/13/2007 - 09/06/2011
ADVANCED EQUITIES SERVICES CORP. (NEW YORK NY)
NY
11/07/2005 - 06/14/2007
STUART FRANKEL & CO., INCORPORATED (NEW YORK NY)
NY
05/05/2005 - 11/14/2005
QUINTIN GROUP, LLC (NEW YORK NY)
NY
06/09/2000 - 05/06/2005
JACK C. LIND & CO., INC. (NEW YORK NY)
NY
06/09/2000 - 01/28/2003
C. PATRICK MCCARTHY & CO., INC. (NEW YORK NY)
NA
12/13/1993 - 03/15/1994
MIDWOOD SECURITIES, INC.
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 9/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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