Unclaimed
Jean Tantano Arntz is a financial advisor with Charles Schwab & CO., Inc. in Honolulu, HI. Jean has been in the industry since September 11, 1993. Jean is registered as a Registered Representative (RR) in Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Kentucky, Maine, Maryland, Minnesota, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, Washington, and Wyoming. Jean is also registered as an Investment Advisor Representative (IAR) in Hawaii. Jean has been a financial advisor with Charles Schwab & CO., Inc. since January 26, 2022, and prior to that was with TD AMERITRADE, INC. Jean has previously been employed by Kennedy, Cabot & Co. and Dean Witter Reynolds Inc. Jean holds Series 7 and Series 66 licenses and the Securities Industry Essentials (SIE) exam. Jean also owns rental property.
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
HI
01/26/2022 - Present
Charles Schwab & CO., Inc. (Honolulu HI)
HI
11/07/1997 - 07/29/2024
TD AMERITRADE, INC. (Honolulu HI)
CA
06/10/1996 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NY
02/19/1993 - 11/17/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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