Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Carlson Schmid is a financial advisor with Charles Schwab & CO., Inc. based in Omaha, NE. Jeffrey has over 11 years of experience in the financial services industry. Jeffrey is registered with the state of Nebraska and has passed the Series 63, Series 7, and SIE exams. Prior to joining Charles Schwab & CO., Inc., Jeffrey was with TD Ameritrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
11/20/2021 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/18/2019 - 12/16/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
08/02/2017 - 04/25/2019
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
02/27/2014 - 07/21/2016
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
09/19/2011 - 02/27/2014
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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