linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Allen Schlegel

FNB Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Allen Schlegel

Jeffrey Schlegel is a financial advisor with FNB Wealth Management, a firm with offices in Pittsburgh and Monroeville, Pennsylvania. Jeffrey has been a registered representative since 1991 and holds the Series 7, 24, 53, and 63 licenses. Jeffrey is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.

Firm Information

Jeffrey Schlegel is currently registered with FNB Wealth Management. FNB Wealth Management is an investment advisor based in Pittsburgh, PA. They have 31 investment adviser representatives and manage approximately $6.34 billion in assets for clients. The firm provides portfolio management services for individuals, businesses, and investment companies, as well as financial planning and educational seminars. They also assist clients with selecting other advisors. They are registered with the SEC and have a SEC number of 801-56609.
FNB Wealth Management

ONE NORTH SHORE

PITTSBURGH, PA 15212

$6.34B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Schlegel’s Registration & Firm History

PA

05/17/2010 - Present

FNB Wealth Management (MONROEVILLE PA)

OH

01/30/2002 - 07/08/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

NY

04/28/1995 - 03/23/2001

MELLON FINANCIAL MARKETS, LLC (NEW YORK NY)

PA

06/09/1992 - 04/21/1995

DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)

NY

07/29/1991 - 11/19/1991

HIBBARD BROWN & CO., INC. (NEW YORK NY)

Not sure if Jeffrey Allen Schlegel is right for you?

Licenses & Designations

BC

Issued 08/13/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1995

Series 24 - General Securities Principal Examination

BC

Issued 06/02/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/25/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Allen Schlegel.
Not sure if Jeffrey Allen Schlegel is right for you?