Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessey? Claim Your ProfileJessey Nettey is a registered representative with Charles Schwab & Co., Inc.. Jessey has been in the industry since May 31, 2018. Jessey is licensed to provide investment advice in 53 states and the District of Columbia. Jessey is also registered with FINRA. Jessey has a Series 7, Series 63, and a SIE exam. The firm is a wrap fee program sponsor and provides financial planning advisor referrals. The firm manages more than $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
IN
06/01/2018 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BC
Issued 07/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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