Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaye? Claim Your ProfileJaye Clifford Oppedahl Ferguson is a financial advisor currently registered with Charles Schwab & Co., Inc. and is located in Upland, California. Jaye has been a registered representative in the securities industry for over 8 years. Prior to joining Charles Schwab & Co., Inc. Jaye was registered with CETERA ADVISOR NETWORKS LLC, FIRST ALLIED SECURITIES, INC., SUMMIT BROKERAGE SERVICES, INC., CETERA INVESTMENT SERVICES LLC, CETERA ADVISORS LLC, and CETERA FINANCIAL SPECIALISTS 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
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2
CA
03/03/2022 - Present
Charles Schwab & CO., Inc. (Upland CA)
CA
05/27/2016 - 02/25/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
02/03/2016 - 02/25/2022
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
02/03/2016 - 02/25/2022
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
02/03/2016 - 02/25/2022
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
08/05/2015 - 02/25/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
05/27/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
BOTH
Issued 5/4/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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