Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeromy? Claim Your ProfileJeromy Williams is a registered representative at Charles Schwab & CO., Inc., serving clients in Westlake, TX. Jeromy Williams has been in the industry since 2022. Jeromy Williams has Series 7TO, SIE and Series 63 licenses and is registered in 51 states. Charles Schwab & CO., Inc. is a registered broker dealer and investment advisor with a headquarters in San Francisco, CA. The firm has offices in 33 states and manages over $50 billion in assets.
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
04/01/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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