Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Burt Schreier

Metropolitan Capital Investment Banc, Inc.

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 Burt Schreier

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.

Firm Information

Jeffrey Schreier is currently registered with Metropolitan Capital Investment Banc, Inc.. Metropolitan Capital Investment Banc, Inc. is a corporation formed in September 2008. It is registered with the SEC and in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

17

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.

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.

Find Your Ideal Financial Advisor

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 Schreier’s Registration & Firm History

IL

08/20/2013 - Present

Metropolitan Capital Investment Banc, Inc. (CHICAGO IL)

Not sure if Jeffrey Burt Schreier is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Burt Schreier.
Not sure if Jeffrey Burt Schreier is right for you?