Unclaimed
Jeffrey Schreier is a financial professional with over 10 years of experience in the industry. Jeffrey is currently registered with Metropolitan Capital Investment Banc, Inc. and holds licenses in several states, including Illinois, Maryland, Massachusetts, New York, Pennsylvania, and Washington. His areas of expertise include investment banking and private securities offerings. Jeffrey has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.
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.
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.
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IL
08/20/2013 - Present
Metropolitan Capital Investment Banc, Inc. (CHICAGO IL)
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2013
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 08/20/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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