Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bruce Schankerman is a financial advisor with over 18 years of experience in the financial services industry. Jeffrey is currently registered with MML Investors Services, LLC and has previously worked with MSI Financial Services, Inc., AXA Advisors, LLC, Brewer Financial Services, LLC, Transcend Capital, LP, Electronic Trading Group, LLC, Terra Nova Trading, L.L.C. and Andover Brokerage, L.L.C.. Jeffrey holds licenses in Series 7, 63, 65, 24 and SIE. Jeffrey provides investment advice to individuals, corporations and other businesses. Jeffrey also has experience in pension consulting, financial planning, educational seminars and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
03/25/2017 - Present
MML Investors Services, LLC (Evanston IL)
IN
12/14/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MERRILLVILLE IN)
IL
03/25/2009 - 08/27/2009
AXA ADVISORS, LLC (NORTHBROOK IL)
IL
11/10/2008 - 03/04/2009
BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)
TX
08/13/2004 - 11/02/2006
TRANSCEND CAPITAL, LP (AUSTIN TX)
NY
03/17/2004 - 09/07/2004
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
NY
02/15/2001 - 04/08/2002
TERRA NOVA TRADING, L.L.C. (NEW YORK NY)
NY
11/19/1999 - 08/25/2000
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
IA
Issued 04/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Schankerman is the right advisor for you? Invested Better is here to help.
