Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Schultz is an Investment Advisor Representative registered with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since 2020. Jeffrey holds the Series 7TO, Series 66, and SIE licenses. Prior to Cetera Investment Advisers LLC, Jeffrey was an Investment Advisor Representative with MML INVESTORS SERVICES, LLC. Jeffrey has been registered with Cetera Investment Advisers LLC since 2023. Jeffrey works with individuals, trusts, and businesses to provide investment advice. Jeffrey has a broad range of financial experience, from insurance to banking. Jeffrey holds a certification in financial planning. Jeffrey specializes in retirement planning, investment management, and insurance. Jeffrey works in the Jackson, Tennessee area and is committed to providing personalized financial services to help clients reach their financial goals.
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.
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.
1
2
TN
04/10/2023 - Present
Cetera Investment Advisers LLC (JACKSON TN)
TN
02/10/2022 - 03/13/2023
MML INVESTORS SERVICES, LLC (Jackson TN)
BOTH
Issued 6/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/9/2022
Series 7TO - General Securities Representative Examination
BC
Issued 2/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Schultz is the right advisor for you? Invested Better is here to help.
