Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allan Schuler is an investment advisor representative who has been active in the financial industry since June 13, 2013. Jeffrey Allan Schuler is registered with Eagle Strategies LLC, and has held his current registrations since March 23, 2015 and November 23, 2020. Jeffrey Allan Schuler has held registrations in multiple states and is currently registered in Arkansas, California, Colorado, Florida, Indiana, Iowa, Kansas, Michigan, Nevada, New Hampshire, New Jersey, North Carolina, Pennsylvania, South Dakota, Texas, Utah, and Washington. Jeffrey Allan Schuler holds a Series 6, 7, 63 and 65 license. Jeffrey Allan Schuler has worked for NYLIFE SECURITIES, LLC, NEW YORK LIFE INSURANCE, LINUS ENTERPRISES, LLC and HIGH POINT FINANCIAL GROUP, LLC. Jeffrey Allan Schuler specializes in 1, 2, 3, 4, 6, and 9.
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.
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.
1
2
CO
11/23/2020 - Present
Eagle Strategies LLC (BROOMFIELD CO)
IA
Issued 3/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/3/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 6/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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