Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Lyn Sustaita is a financial advisor with Charles Schwab & CO., Inc. Jenna has been in the financial industry since 2007. Previously, Jenna worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Jenna is registered with the state of Texas and holds the Series 6, 7, 63, and 66 licenses, as well as the SIE. Jenna is also a Registered Representative. Jenna specializes in financial planning and portfolio management. Jenna is dedicated to providing her clients with personalized financial advice and guidance.
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
TX
09/25/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
11/09/2010 - 06/08/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 07/01/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/01/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
10/19/2006 - 06/26/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (IRVING TX)
TX
04/25/2006 - 10/16/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 09/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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