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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allan Schneider is a financial advisor with Cetera Investment Advisers LLC in Addison, Texas. Jeffrey has been in the financial services industry since 1988. Prior to joining Cetera Investment Advisers LLC, Jeffrey was employed with Tower Square Securities, Inc. and SWS Financial Services. Jeffrey is registered to provide investment advice in 13 states. Jeffrey Allan Schneider holds Series 63, SIE and Series 7 licenses. He specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jeffrey is also an insurance agent with various insurance companies.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (ADDISON TX)
TX
07/25/2003 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (ADDISON TX)
TX
08/27/2001 - 07/24/2003
SWS FINANCIAL SERVICES (DALLAS TX)
TX
01/14/1998 - 12/31/2000
SWS FINANCIAL SERVICES (DALLAS TX)
GA
06/18/1985 - 01/02/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 6/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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