Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Schade is an experienced financial advisor with over 30 years in the industry. Jeffery is currently registered with Madison Avenue Securities, LLC, and has previously held registrations with several other firms, including CETERA Advisor Networks LLC, Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., H.J. Meyers & Co., Inc., Hibbard Brown & Co., Inc., and Westfield Financial Corporation. Jeffery holds a Series 7, Series 24, Series 63, and Series 65 license. Jeffery's specializations include financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
GA
01/15/2020 - Present
Madison Avenue Securities, LLC (ATLANTA GA)
GA
09/20/2019 - 01/14/2020
CETERA ADVISOR NETWORKS LLC (ATLANTA GA)
GA
08/29/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
03/02/1998 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
08/22/1994 - 03/17/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
08/14/1992 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/08/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 10/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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