Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jena? Claim Your ProfileJena Elizabeth Schuster is a financial advisor with over 18 years of experience in the industry. Jena currently works for Ignite Planners LLC, and is registered with FINRA and the State of California. Jena has been an active advisor for over a decade and offers investment advice and financial planning for a range of individuals, high-net-worth clients, as well as for charities and pension plans. Jena has a strong background in both securities and insurance products, and is also actively involved in her own business ventures as the owner of a commercial property and various vacation rental properties.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/28/2019 - Present
Ignite Planners LLC (San Clemente CA)
CA
11/01/2017 - 04/04/2019
CETERA ADVISOR NETWORKS LLC (SAN CLEMENTE CA)
CA
04/12/2005 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 06/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jena Schuster is the right advisor for you? Invested Better is here to help.
