Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Lee Schmidt is a financial advisor at Charles Schwab & Co., Inc. with over 10 years of experience in the industry. Jaclyn has a Series 7, 9, 10, 63 and 66 license, and has passed the SIE and Series 99TO exams. Jaclyn is registered in 49 states and the District of Columbia. Previously, Jaclyn was a Financial Consultant at TD Ameritrade, Inc. and a Financial Consultant at Fidelity Brokerage Services LLC. Jaclyn is an active member of the financial industry and is committed to providing her clients with the highest level of service and expertise.
Glen Allen, VA
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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VA
03/24/2021 - Present
Charles Schwab & CO., Inc. (Glen Allen VA)
DC
06/03/2022 - 12/31/2023
TD AMERITRADE, INC. (WASHINGTON DC)
MA
11/22/2012 - 10/29/2018
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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