Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Marc Schachter is a financial professional with over 16 years of experience in the financial industry. Jeffrey is currently registered with KKR Capital Markets LLC, where he has been employed since July 2011. Jeffrey previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and BNY Capital Markets Inc. Jeffrey is licensed to sell securities in all 50 states and the District of Columbia. He holds Series 7, Series 31, Series 63, Series 66, Series 79TO, and SIE licenses.
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
NY
07/05/2011 - Present
KKR Capital Markets LLC (NEW YORK NY)
NY
06/01/2009 - 06/29/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
09/07/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/26/2001 - 04/04/2002
BNY CAPITAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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