Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stephan Scheithe is a financial advisor who has been working in the financial services industry since April 8, 1985. Jeffrey is currently registered with Osaic Wealth, Inc. and is a Certified Financial Planner. Jeffrey is also the President of SAI Financial Services Inc., Advisor Edge Financial Group LLC, and Marsch Company LLC. Jeffrey is a member of Crete Steger Road Development LLC and is the Managing Member of SAI Tax Solutions LLC.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (WARRENVILLE IL)
IL
11/11/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IL
08/21/2009 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (WARRENVILLE IL)
IL
10/28/2002 - 08/21/2009
WATERSTONE FINANCIAL GROUP, INC. (WARRENVILLE IL)
IL
04/04/1985 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
IA
Issued 01/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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