Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Isaac Schleien is a financial professional with over 30 years of experience in the industry. Jeffrey is currently registered with Prudential Annuities Distributors, Inc., and has previously worked with several other firms including PRUCO SECURITIES, LLC., FARMERS FINANCIAL SOLUTIONS, LLC, P.J. ROBB VARIABLE CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Jeffrey holds several licenses and certifications, including the Series 7, 24, 26, 52, 53, and 63. Jeffrey specializes in providing financial advice to individual investors and families in the states of Arizona, California, Florida, Hawaii, Montana, Nevada, Oregon, South Dakota, Utah, Washington, and Wyoming.
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.
1
2
GA
03/26/2020 - Present
Prudential Annuities Distributors, Inc. (Alpharetta GA)
NJ
01/08/2015 - 03/31/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
01/18/2013 - 01/07/2015
FARMERS FINANCIAL SOLUTIONS, LLC (WOODLAND HILLS CA)
CA
07/10/2012 - 11/26/2012
P.J. ROBB VARIABLE CORPORATION (WOODLAND HILLS CA)
CA
02/04/2004 - 06/06/2012
METLIFE SECURITIES INC. (WESTLAKE VILLAGE CA)
CA
02/04/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTLAKE VILLAGE CA)
MA
08/08/1988 - 10/14/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/08/1988 - 10/14/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
11/25/1987 - 03/07/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 03/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/28/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/08/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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