Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasmine? Claim Your ProfileJasmine Cherrelle Lee is a financial advisor with Schwab Wealth Advisory, Inc. She has been in the financial services industry since October 2019 and is registered with the state of Arizona and Texas. She is also registered with FINRA and holds Series 65, 66, 7TO and SIE licenses. Jasmine has a specialization in Portfolio Management for Individuals and Businesses. She is based in Phoenix, AZ and is a former financial advisor at Morgan Stanley.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
05/12/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
03/05/2022 - 07/19/2022
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 04/22/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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