Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Elizabeth Meyer is a financial professional with over six years of experience in the financial services industry. Jenna is currently registered with Charles Schwab & CO., Inc. and is a Series 24, Series 7TO, SIE and Series 99 licensed professional. Jenna has previously worked with TD Ameritrade, Inc. and Scottrade, Inc. Jenna specializes in providing financial planning and investment advice to individuals and families.
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
01/18/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
01/17/2018 - 01/19/2022
TD AMERITRADE, INC. (OMAHA NE)
MO
05/20/2016 - 09/10/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 03/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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