Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schneiss is a financial advisor with Cambridge Investment Research, Inc., specializing in the financial industry since 1986. With experience in a variety of firms, Jeffrey's expertise covers a broad range of financial needs. Jeffrey's commitment to client satisfaction and his dedication to providing personalized financial advice make him a trusted advisor for individuals and families.
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.
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2
WI
07/18/2018 - Present
Cambridge Investment Research, Inc. (Mequon WI)
WI
01/01/2004 - 07/19/2018
VOYA FINANCIAL ADVISORS, INC. (OAK CREEK WI)
IA
01/03/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
03/08/1994 - 12/31/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
12/22/1986 - 03/08/1994
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 01/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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