Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shena? Claim Your ProfileShena L. Jackson-ridley is a financial professional with over 18 years of experience in the financial industry. Shena has a proven track record of success in providing comprehensive financial services to clients. She currently works at Charles Schwab & CO., Inc. in Indianapolis, IN. Shena holds a variety of licenses and certifications, including the Series 7, 9, 10, 52, 63 and SIE exams. She is registered to sell securities in Indiana. Prior to her current role, Shena worked at SCOTTRADE, INC. in Indianapolis, IN and Charles Schwab & CO., INC. in Westlake, TX.
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
IN
05/06/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
03/18/2004 - 06/06/2014
SCOTTRADE, INC. (INDIANAPOLIS IN)
TX
11/04/1997 - 09/05/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
06/26/1996 - 09/30/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 05/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Shena Jackson-ridley is the right advisor for you? Invested Better is here to help.
