Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Miller is a financial professional who has been in the industry since August 2019. She is currently registered with Charles Schwab & CO., Inc., a prominent financial firm. Jennifer is licensed in Texas and holds a variety of industry credentials, including the Series 7, Series 63, Series 9, and the SIE. Jennifer is an active member of the industry and has a strong understanding of the financial markets.
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
08/05/2019 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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