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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schatz is a financial advisor who has been in the industry since 2011. Jeffrey is currently registered with Savant Wealth Management in Manassas, VA. Jeffrey has previously worked with FINANCIAL NETWORK INVESTMENT CORPORATION in Vienna, VA. Jeffrey is a Certified Financial Planner™ and has passed the Series 66 and Series 7 exams. Jeffrey has experience working with a variety of client types, including high-net-worth individuals, corporations, and retirement plans. Savant Wealth Management is a firm with more than $50 billion in assets under management. The firm provides a variety of services, including financial planning, portfolio management, and educational seminars.
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.
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VA
07/05/2022 - Present
Savant Wealth Management (Manassas VA)
VA
01/11/2011 - 06/06/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (VIENNA VA)
BOTH
Issued 01/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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