Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bosio is a financial professional with over 35 years of experience in the securities industry. Jeffrey currently works at Charles Schwab & CO., Inc. where he has been since December 2006. Previously, Jeffrey was with the same firm in Texas from September 1999 to August 2005. Jeffrey holds the following licenses: Series 63, Series 10, Series 9, Series 8, Series 57TO, SIE, Series 55 and Series 7. Jeffrey is registered in 53 states and the District of Columbia. Jeffrey is a dedicated financial professional committed to providing sound financial guidance and investment advice 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.
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
CO
12/06/2006 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
09/27/1999 - 08/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
06/02/1986 - 05/11/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/20/1985 - 04/16/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jeffrey Bosio is the right advisor for you? Invested Better is here to help.
