Unclaimed
Jeffrey Alan Schroeder is a financial advisor registered with Farmers Financial Solutions, LLC based in Plano, Texas. Jeffrey Schroeder has been working in the financial industry since 2005. Jeffrey Alan Schroeder holds Series 6, 26, and 63 licenses. Jeffrey Schroeder is registered in California, Illinois, Mississippi, New York, Oklahoma, Texas, and Virginia. Jeffrey Schroeder is not currently registered as an Investment Advisor.
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.
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.
1
2
TX
11/08/2005 - Present
Farmers Financial Solutions, LLC (Plano TX)
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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