Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Charles Jensen is a financial advisor with over 35 years of experience in the industry. Scott Charles Jensen is registered as a Broker/Dealer and an Investment Adviser Representative with Charles Schwab & CO., Inc. Scott Charles Jensen has been with Charles Schwab & CO., Inc. for over 30 years. Scott Charles Jensen has worked at other firms, including Chris Securities Inc. and Waterhouse Securities, Inc., during his career. Scott Charles Jensen holds several licenses, including Series 63, 66, 7, 8, 9, and 10. Scott Charles Jensen is a financial planning advisor. Scott Charles Jensen is also a sponsor of a wrap fee program and offers a referral program to other financial planning advisors. Scott Charles Jensen’s current firm is Charles Schwab & CO., Inc. Charles Schwab & CO., Inc. is an investment advisory firm that has over $50 billion in assets under management and manages more than 919,128 client accounts.
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
NJ
02/05/2021 - Present
Charles Schwab & CO., Inc. (Millburn NJ)
TX
11/16/1989 - 10/29/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
04/24/1989 - 12/06/1989
CHRIS SECURITIES INC.
NA
05/01/1987 - 01/31/1989
WATERHOUSE SECURITIES, INC.
NA
12/23/1986 - 05/14/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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