Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kent Schriner is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial industry since May 1999. Jeffrey is currently registered with the state of Indiana and Kentucky and holds Series 6, 7, 63, and 66 licenses. Jeffrey also holds the Certified Financial Planner designation. Jeffrey has worked for several firms in the past including CETERA INVESTMENT SERVICES LLC, CUNA BROKERAGE SERVICES, INC., FIFTH THIRD SECURITIES, INC. and HARTFORD EQUITY SALES COMPANY 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
10/03/2022 - Present
LPL Financial LLC (JEFFERSONVILLE IN)
KY
02/22/2022 - 08/12/2022
CETERA INVESTMENT SERVICES LLC (ELIZABETHTOWN KY)
KY
04/07/2016 - 02/21/2022
CUNA BROKERAGE SERVICES, INC. (Elizabethtown KY)
KY
01/22/2013 - 08/10/2015
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
CT
12/22/2011 - 01/10/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
07/09/2001 - 04/30/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
09/25/2000 - 07/10/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
FL
05/17/1999 - 11/26/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
02/18/1998 - 05/20/1999
AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)
MA
03/01/1996 - 02/21/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/16/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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