Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Schulz is an active investment advisor representative and securities agent in Missouri. Jeffery is registered with Stifel, Nicolaus & Company, Inc. and has been in the industry since 2013. Jeffery holds the Series 63, 65, 7 and SIE licenses and has worked at several firms including Larson Financial Securities, LLC and Fidelity Brokerage Services LLC.
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
MO
05/02/2023 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
03/14/2019 - 05/01/2023
LARSON FINANCIAL SECURITIES, LLC (ST. LOUIS MO)
MO
10/20/2014 - 09/05/2018
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
NH
05/27/2013 - 06/27/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 04/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2013
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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