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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannine? Claim Your ProfileJeannine Victoria Sanchez is a financial advisor with over 20 years of experience in the financial industry. Jeannine is currently registered with LPL Financial LLC and has previously worked with a number of other firms including Charles Schwab & Co., Inc. Jeannine provides financial planning, portfolio management for businesses and individuals and other non-discretionary advisory services to clients.
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.
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CA
06/30/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/14/2011 - 04/23/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/27/2010 - 04/20/2010
GBS FINANCIAL CORP. (SANTA ROSA CA)
CA
11/15/2007 - 12/23/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
07/21/2005 - 11/09/2007
CHARLES SCHWAB & CO., INC. (SAN DIEGO CA)
NE
06/08/2001 - 07/14/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 07/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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