Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scheper is a financial advisor with Stifel, Nicolaus & Company, Inc. Jeffrey has over 13 years of experience in the financial services industry. Prior to joining Stifel, Nicolaus & Company, Inc., Jeffrey was a financial advisor with Morgan Stanley. Jeffrey has a Series 7, Series 31, and Series 66 licenses. He is also a Certified Financial Planner. Jeffrey provides financial planning and investment management services to individuals and families. Jeffrey is passionate about 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/11/2019 - Present
Stifel, Nicolaus & Company, Inc. (BLUE ASH OH)
OH
06/01/2009 - 01/18/2019
MORGAN STANLEY (CINCINNATI OH)
OH
09/21/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
BOTH
Issued 11/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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