Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Rothstein is a financial advisor at Charles Schwab & Co., Inc. Jenny has over 20 years of experience in the financial services industry. Jenny has been registered as a Registered Representative with FINRA and as an Investment Advisor Representative with the state of Florida since 2002. Jenny specializes in providing financial advice to individuals and families. Jenny holds the Series 7, Series 63, and Series 65 licenses. Jenny also holds the Securities Industry Essentials (SIE) exam. Jenny has experience working with clients in a variety of states, including Florida, California, Colorado, Connecticut, Georgia, Illinois, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, Virginia, Washington and Wisconsin. Jenny is a member of the Temple Beth El Investment Advisory Committee. Jenny is a valuable resource for those seeking 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
1
2
FL
03/01/2002 - Present
Charles Schwab & CO., Inc. (Boca Raton FL)
IA
Issued 12/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jenny Rothstein is the right advisor for you? Invested Better is here to help.
