Unclaimed
Jeff Schroeder is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Jeff has been in the industry since 2007 and is licensed to provide investment advice in 49 states. Before joining Fidelity Personal and Workplace Advisors, Jeff was with Wells Fargo Clearing Services, LLC, MML Investors Services, Inc. and Ameriprise Financial Services, Inc. Jeff holds a Series 7, Series 66, and SIE license. Jeff has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Jeff is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
05/29/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
03/17/2011 - 05/03/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
09/23/2009 - 11/29/2010
MML INVESTORS SERVICES, INC. (SALT LAKE CITY UT)
UT
12/03/2007 - 02/13/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
07/02/2007 - 10/22/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
03/13/2007 - 06/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
BOTH
Issued 05/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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