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 Schnee is a financial advisor with over 39 years of experience in the industry. Jeffrey is registered with Janney Montgomery Scott LLC and has offices in Glenville, NC and Boca Raton, FL. Jeffrey has held previous positions with UBS PaineWebber Inc., Prudential Securities Incorporated, Smith Barney, Harris Upham & Co., Incorporated, and J. B. Hanauer & Co. Jeffrey's areas of expertise include Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.
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.
Fee plus commission
1
2
NC
10/10/2008 - Present
Janney Montgomery Scott LLC (GLENVILLE NC)
NJ
10/06/1993 - 01/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/03/1990 - 09/24/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/05/1986 - 01/13/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
09/20/1983 - 12/02/1986
J. B. HANAUER & CO.
IA
Issued 05/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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