Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schneider is a financial advisor with over 30 years of experience in the industry. Currently, Jeffrey is associated with Osaic Institutions, Inc. Previously, Jeffrey worked at several firms, including Cetera Investment Services LLC, Infinex Investments, Inc., Santander Securities LLC, Essex National Securities, LLC, Citigroup Global Markets Inc., LPL Financial LLC, and Fahnestock & Co., Inc. Jeffrey holds the Series 6, Series 7 and Series 63 licenses. Jeffrey is also a Registered Investment Advisor with the state of New York.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
NY
12/06/2021 - Present
Osaic Institutions, Inc. (Bay Ridge NY)
NY
08/13/2018 - 12/06/2021
CETERA INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
07/05/2016 - 04/25/2018
INFINEX INVESTMENTS, INC. (FLUSHING NY)
NY
01/12/2015 - 07/07/2016
SANTANDER SECURITIES LLC (LONG ISLAND CITY NY)
NY
10/14/2013 - 12/22/2014
ESSEX NATIONAL SECURITIES, LLC (NEW YORK NY)
NY
04/27/2012 - 10/24/2013
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
08/28/2008 - 04/26/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
06/05/2008 - 09/02/2008
ESSEX NATIONAL SECURITIES, INC. (NEW YORK NY)
NY
05/27/2008 - 06/09/2008
LPL FINANCIAL CORPORATION (NEW YORK NY)
NY
01/26/2007 - 05/27/2008
IFMG SECURITIES, INC. (NEW YORK NY)
NY
06/21/2006 - 01/19/2007
ESSEX NATIONAL SECURITIES, INC. (ROSLYN NY)
NY
10/05/2005 - 06/21/2006
PFIC SECURITIES CORPORATION (ROSLYN NY)
TX
04/30/2004 - 10/05/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TN
10/24/2002 - 04/12/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
CA
07/03/1996 - 09/26/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
03/02/1995 - 05/06/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
03/11/1994 - 03/10/1995
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
06/02/1993 - 02/22/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
10/17/1990 - 05/24/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
06/01/1989 - 10/12/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/21/1988 - 06/12/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/12/1988 - 02/07/1989
FAHNESTOCK & CO., INC.
NA
10/12/1987 - 09/26/1988
SANDHURST SECURITIES LTD.
NA
04/01/1988 - 04/12/1988
FAHNESTOCK INTERNATIONAL INC.
NA
01/29/1988 - 04/01/1988
FAHNESTOCK & CO., INC.
NA
12/22/1987 - 01/29/1988
KUHNS BROTHERS & LAIDLAW, INC.
NA
08/10/1987 - 08/18/1987
JP MICHAEL CO.
NA
06/24/1986 - 08/08/1987
FIRST INVESTORS CORPORATION
BC
Issued 06/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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