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 an investment advisor representative at Charles Schwab & CO., Inc. in Upland, California. Jaye has been in the industry since August 9, 2015. Jaye's previous firms include First Allied Securities, Inc., Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cetera Advisor Networks LLC, and Summit Brokerage Services, Inc. Jaye is licensed in Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Indiana, Missouri, Montana, Nevada, New Mexico, New York, Oregon, Texas, and Washington. Jaye has passed the Series 7, Series 66, and SIE exams.
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
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 05/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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