Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn Gunnels is a financial advisor currently working with Charles Schwab & Co., Inc. Jeffrey has been in the financial services industry since July 2001. Jeffrey has a history of working with TD Ameritrade, Inc. and Scottrade, Inc., before joining Charles Schwab & Co., Inc. Jeffrey has passed the Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, and Series 63 and Series 66 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.
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
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2
LA
08/18/2020 - Present
Charles Schwab & CO., Inc. (Lafayette LA)
LA
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (LAFAYETTE LA)
LA
03/04/2004 - 02/26/2018
SCOTTRADE, INC. (LAFAYETTE LA)
IL
05/09/2001 - 06/11/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
10/26/1999 - 04/23/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2004
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 09/02/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/28/2009
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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