Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Rene Schulz is a registered representative with UBS Financial Services Inc. in Omaha, Nebraska. Jenna has been in the financial services industry since 2018 and has a wide range of experience, including working with individuals, corporations, and charitable organizations. Jenna holds multiple licenses including the Series 7, 66, 9, and 10. Jenna is passionate about helping her clients achieve their financial goals. Jenna currently works out of the UBS Omaha branch office and also provides services out of the Lincoln, NE branch. Before working at UBS, Jenna worked for TD Ameritrade in Omaha, Nebraska. Jenna's focus is to provide investment advice and portfolio management for individuals, corporations, and charitable organizations. Jenna is committed to providing her clients with the highest level of service and helping them make informed decisions about their financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NE
02/01/2022 - Present
UBS Financial Services Inc. (OMAHA NE)
NE
11/30/2018 - 10/22/2021
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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