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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff F. Schimmelpfennig is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Bourbonnais, Illinois. Jeff F. Schimmelpfennig has been in the financial industry since September 3, 2008. Jeff F. Schimmelpfennig has a Series 66 license as well as Series 7, Series 9, and SIE licenses. Jeff F. Schimmelpfennig provides financial planning, pension consulting, educational seminars, and selection of other advisors services. Jeff F. Schimmelpfennig also offers portfolio management for businesses, individuals, and pooled investment vehicles. Jeff F. Schimmelpfennig also has a previous registration with Morgan Stanley.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/13/2018 - Present
Stifel, Nicolaus & Company, Inc. (BOURBONNAIS IL)
IL
06/01/2009 - 09/19/2018
MORGAN STANLEY (BOURBONNAIS IL)
IL
09/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOURBONNAIS IL)
BOTH
Issued 09/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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