Unclaimed
Jena Hope Schneider is an investment professional with Equity Services, Inc., a well-established firm dedicated to providing comprehensive financial solutions. Jena has a broad range of experience and specializes in Investment Company Products/Variable Contracts Representative and Securities Industry Essentials. Jena is committed to delivering personalized financial guidance and is dedicated to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/23/2024 - Present
Equity Services, Inc. (WHITE PLAINS NY)
BC
Issued 08/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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