Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jo laurie? Claim Your ProfileJo laurie Schmeltzer is a financial professional with over 25 years of experience in the industry. Jo laurie Schmeltzer is currently registered with LPL Enterprise, LLC, and has previously held registrations with other firms such as Cetera Investment Services LLC, PlanMember Securities Corporation, E*TRADE Securities LLC, and Securities America, Inc. Jo laurie Schmeltzer specializes in providing financial planning, portfolio management for individuals and businesses, consulting and other non-discretionary advisory services. Jo laurie Schmeltzer is also licensed as a Realtor or referral agent and offers mortgage and real estate services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/14/2024 - Present
LPL Enterprise, LLC (SAN JOSE CA)
CA
12/12/2022 - 03/20/2023
CETERA INVESTMENT SERVICES LLC (SAN JOSE CA)
CA
07/27/2021 - 12/08/2022
PLANMEMBER SECURITIES CORPORATION (CAMPBELL CA)
CA
07/22/2019 - 12/16/2019
E*TRADE SECURITIES LLC (CUPERTINO CA)
CA
12/08/2016 - 07/02/2019
SECURITIES AMERICA, INC. (REDWOOD CITY CA)
CA
05/26/2011 - 12/08/2016
FOOTHILL SECURITIES, INC. (MILLBRAE CA)
CA
10/19/2010 - 05/24/2011
WOODBURY FINANCIAL SERVICES, INC. (BURLINGAME CA)
CA
09/17/2002 - 09/24/2010
CUSO FINANCIAL SERVICES, L.P. (FREMONT CA)
NE
09/16/1999 - 08/26/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
TX
04/14/1998 - 09/17/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MN
12/02/1997 - 05/18/1998
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
VA
06/05/1997 - 12/15/1997
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
01/24/1997 - 05/19/1997
ASB FINANCIAL SERVICES (IRVINE CA)
TX
03/12/1996 - 01/28/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/30/1995 - 02/28/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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