Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Schrepferman is a registered representative with Raymond James Financial Services Advisors, Inc. Jeffrey has been in the financial services industry since May 2, 1999. Jeffrey holds Series 7, 9, 10, 63, and SIE licenses. Jeffrey is also registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin, and Wyoming. Jeffrey is also registered with the state of Texas as an investment advisor representative. Jeffrey is affiliated with Raymond James Financial Services Advisors, Inc. and the branch office is located in Powell, OH.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
04/15/2010 - Present
Raymond James Financial Services Advisors, Inc. (POWELL OH)
MO
05/03/1999 - 12/07/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Schrepferman is the right advisor for you? Invested Better is here to help.
