Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Louise Schoney is a financial advisor registered with LPL Financial LLC in SPOKANE VALLEY, WA. Jeanne has been in the financial services industry since 1999. Previously, Jeanne worked for RAYMOND JAMES FINANCIAL SERVICES, INC., SECURITIES AMERICA, INC., SUNSET FINANCIAL SERVICES, INC., BENEFICIAL INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeanne offers financial planning, pension consulting, and portfolio management services for individuals and businesses. Jeanne is also a registered representative and has passed the Series 63, 7, 9, 10, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
WA
06/28/2019 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
01/19/2018 - 07/02/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPOKANE VALLEY WA)
WA
11/14/2014 - 01/19/2018
SECURITIES AMERICA, INC. (SPOKANE WA)
WA
11/25/2009 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (SPOKANE WA)
UT
09/20/2007 - 12/01/2009
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
WA
09/29/2004 - 05/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
NY
12/16/1998 - 07/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeanne Schoney is the right advisor for you? Invested Better is here to help.
