Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Schoenekase is an investment advisor representative with Principal Securities, Inc.. Jeff's experience in the financial services industry dates back to February 1995. Jeff has a total of 21 approved state licenses and 2 approved IA licenses, including in Kansas, Texas and several other states. Jeff has passed the Series 6, Series 7, Series 63 and Series 66 exams and the SIE exam. Jeff previously worked at Princor Financial Services Corporation. Jeff is licensed to offer a variety of financial products and services, including financial planning, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
KS
06/17/2021 - Present
Principal Securities, Inc. (OVERLAND PARK KS)
KS
10/07/1991 - 07/30/2007
PRINCOR FINANCIAL SERVICES CORPORATION (OVERLAND PARK KS)
BOTH
Issued 10/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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