Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schmidt is a registered investment advisor representative with Transamerica Retirement Advisors, LLC. Jeffrey has over 20 years of experience in the financial services industry. Prior to joining Transamerica Retirement Advisors, LLC, Jeffrey worked at Edward Jones, Harris Investor Services LLC, Harris Investorline Inc., Harris Investorline, and Eisner Securities, Inc. Jeffrey holds Series 7 and 66 securities licenses and is registered in Wisconsin. Jeffrey provides financial advice and investment management services to individuals, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
WI
04/13/2023 - Present
Transamerica Retirement Advisors, LLC (Antigo WI)
WI
06/28/2017 - 03/04/2021
EDWARD JONES (KENOSHA WI)
NJ
05/01/2002 - 03/04/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
WA
12/09/2000 - 05/23/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
01/10/2000 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
MO
04/23/1998 - 10/06/1999
EISNER SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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