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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 registered with Cetera Investment Advisers LLC in Addison, TX. Jeffrey has been working in the financial industry since 1988 and has a strong track record of providing clients with customized financial advice and solutions. Jeffrey is committed to helping clients achieve their financial goals, whether it be retirement planning, college savings, or estate planning. Jeffrey is also an insurance agent and owner of Jeff Schneider & Associates, providing financial services and tax preparation. Jeffrey is a dedicated professional with a passion for helping clients reach their financial goals.
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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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 06/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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