Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schiller is an investment advisor representative with BFC Planning, Inc. Jeffrey has been in the financial services industry since 1981. Jeffrey is registered with the state of Texas. Jeffrey also holds Series 7, Series 63 and Series 65 securities licenses. Jeffrey has been associated with BFC Planning, Inc. since 2012. Prior to that, Jeffrey was associated with Milkie/Ferguson Investments, Inc., Solomon & Assoc., Inc., Rauscher Pierce Refsnes, Inc., Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey provides financial planning, portfolio management for individuals and selection of other advisers.
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.
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.
Solicitor fee
1
2
TX
06/25/2012 - Present
BFC Planning, Inc. (PLANO TX)
TX
01/23/1998 - 06/26/2012
MILKIE/FERGUSON INVESTMENTS, INC. (PLANO TX)
TX
05/01/1995 - 01/14/1998
SOLOMON & ASSOC., INC. (DALLAS TX)
TX
04/01/1992 - 07/14/1993
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
09/09/1983 - 04/01/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/17/1981 - 09/09/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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