Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Nitsche is a financial advisor currently working for Charles Schwab & Co., Inc. Jeffery has been in the industry since 2018. The firm's main office is located in San Francisco, California. Jeffery has been registered with FINRA since 2021 and is also registered with the state of Texas. Jeffery is a registered representative with the firm, and is licensed to provide financial planning services. Jeffery's firm manages over $50 billion in assets for over 919,128 clients. The firm's main office is located in San Francisco, California. The firm offers several types of financial services, including portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The firm also offers financial planning services, which are customized to meet the individual needs of each client. The firm's financial advisors are committed to providing their clients with the highest level of service and expertise. They believe that their clients' financial success is their top priority.
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
TX
08/24/2021 - Present
Charles Schwab & CO., Inc. (Austin TX)
BOTH
Issued 08/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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