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Jeffrey Mark Shkolnick

THE Leaders Group, Inc.

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About Jeffrey Mark Shkolnick

Jeffrey Mark Shkolnick is a financial advisor with over 30 years of experience in the financial services industry. Currently, Jeffrey is registered with The Leaders Group, Inc. in Littleton, Colorado. Jeffrey has previously worked with First Heartland Capital, Inc., Centerre Capital LLC, Jefferson Pilot Securities Corporation, Allmerica Investments, Inc., Cadaret, Grant & Co., Inc., AIG Equity Sales Corp., Michael G. Rudelson, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, and Lowry Financial Services Corporation. Jeffrey holds licenses in Series 7, 24, and 63 exams. Jeffrey is registered in 10 states across the US.

Firm Information

Jeffrey Shkolnick is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jeffrey Shkolnick’s Registration & Firm History

CO

08/02/2017 - Present

THE Leaders Group, Inc. (LITTLETON CO)

TX

12/16/2014 - 08/09/2017

FIRST HEARTLAND CAPITAL, INC. (HOUSTON TX)

TX

01/19/2011 - 12/16/2014

CENTERRE CAPITAL LLC (HOUSTON TX)

TX

02/02/2007 - 01/19/2011

FIRST HEARTLAND CAPITAL, INC. (HOUSTON TX)

TX

10/18/2001 - 02/27/2007

JEFFERSON PILOT SECURITIES CORPORATION (HOUSTON TX)

MA

10/27/1999 - 10/15/2001

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

IN

05/22/1998 - 10/21/1999

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NY

01/02/1998 - 05/22/1998

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

07/21/1995 - 01/02/1998

AIG EQUITY SALES CORP. (NEW YORK NY)

TX

12/09/1991 - 07/25/1995

MICHAEL G. RUDELSON, INC. (HOUSTON TX)

AZ

11/19/1989 - 03/25/1991

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

01/13/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

10/26/1984 - 01/21/1986

LOWRY FINANCIAL SERVICES CORPORATION

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Licenses & Designations

BC

Issued 01/17/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Mark Shkolnick. Review regulatory record here.
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