Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Neil Schmidt is a financial advisor with Stifel, Nicolaus & Company, Inc. Jeffrey has been in the financial services industry since 1998. Jeffrey has a wealth of experience in helping clients with their financial needs. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 52, and Series 63 licenses. Prior to joining Stifel, Nicolaus & Company, Inc., Jeffrey was employed with Sterne, Agee & Leach, Inc. and J.P. Morgan Securities 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.
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.
1
2
IL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (NAPERVILLE IL)
IL
05/14/2009 - 06/05/2015
STERNE, AGEE & LEACH, INC. (LISLE IL)
IL
10/01/2008 - 05/14/2009
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
08/02/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
11/23/1998 - 08/02/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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