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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Schoenberg is a financial advisor who has been in the industry since 2006. Jeanette is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2025. Jeanette has a Series 66 and Series 7 license. Jeanette has been registered with the following firms in the past: Morgan Stanley, Citigroup Global Markets Inc., Raymond James & Associates, Inc., and Robert W. Baird & Co. Incorporated. Jeanette has been a member of the Affton School District Board of Education since April 2023.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/17/2025 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
06/01/2009 - 02/28/2013
MORGAN STANLEY (CLAYTON MO)
MO
06/19/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
MO
11/01/2007 - 06/24/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
MO
05/16/2006 - 11/27/2007
ROBERT W. BAIRD & CO. INCORPORATED (ST. LOUIS MO)
BOTH
Issued 06/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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