Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leigh Hickman is an investment advisor representative at Charles Schwab & CO., Inc. in Westlake, TX. Jennifer has been working in the financial services industry since 2010. Jennifer is licensed in 51 states as an investment advisor representative and has several industry credentials, including Series 6, 7, 63, 66, 24 and 4. Jennifer is a registered investment advisor representative with Charles Schwab & CO., Inc. and previously worked at TD AMERITRADE, INC. and Fidelity Investments Institutional Services Company, Inc.
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
TX
10/04/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/20/2012 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
RI
01/21/1998 - 11/30/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2024
Series 4 - Registered Options Principal Examination
BC
Issued 09/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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