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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 Schober is a financial advisor with Gallagher Fiduciary Advisors, LLC. Jeffrey has been in the financial services industry since 2015 and has a strong track record of providing investment advice to individuals, businesses, and retirement plans. Jeffrey is a Registered Representative and Investment Advisor Representative in the state of Kansas. Jeffrey's previous experience includes working with KESTRA INVESTMENT SERVICES, LLC, Cambridge Investment Research, Inc., and TRIAD ADVISORS LLC. Jeffrey is also an Area Assistant Vice President for Gallagher Benefit Services, Inc. Jeffrey is a graduate of Kansas State University.
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.
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.
See schedule d misc. for explanation
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.
1
2
KS
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Manhattan KS)
KS
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Manhattan KS)
KS
01/31/2020 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Manhattan KS)
KS
02/24/2015 - 02/10/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (MANHATTAN KS)
BOTH
Issued 07/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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