Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Michael Lee is a financial advisor at Charles Schwab & CO., Inc., and has been in the industry since 2014. Jarrod is registered in Texas as an Investment Advisor Representative and a Registered Representative. Jarrod has passed the SIE, Series 7, Series 63, and Series 66 exams. Previously, Jarrod worked at TD AMERITRADE, INC. and FS INVESTMENT SOLUTIONS, 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
1
2
TX
10/04/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/26/2016 - 02/20/2023
TD AMERITRADE, INC. (Westlake TX)
FL
10/10/2014 - 08/29/2016
FS INVESTMENT SOLUTIONS, LLC (ORLANDO FL)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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