Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sharpe is a financial advisor with Charles Schwab & Co., Inc. Jeffrey has been in the industry since November 4, 1996, and has a strong track record of providing clients with financial advice and guidance. Jeffrey is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Upland CA)
NY
09/29/1997 - 09/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
09/10/1996 - 09/03/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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