Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Scheider is a financial advisor with over 25 years of experience in the industry. Jeffrey is registered with Wealth Management Group, LLC and is also a Certified Financial Planner and Chartered Financial Consultant. Jeffrey has previously worked with firms such as Triad Advisors LLC, LPL Financial LLC, Associated Securities Corp., and Signator Investors, Inc. Jeffrey's specialties include Retirement Planning, College Savings, Estate Planning, Insurance, and Tax Planning. He has a strong commitment to helping clients achieve their financial goals and has extensive experience working with individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/01/2024 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
08/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (South Barrington IL)
IL
09/08/2009 - 09/18/2019
LPL FINANCIAL LLC (SOUTH BARRINGTON IL)
IL
04/12/2004 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SOUTH BARRINGTON IL)
MA
01/11/1999 - 04/08/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
NA
07/25/1997 - 09/14/1998
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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