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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 Thomas Schneider is an Ameriprise Financial Services, LLC advisor. Jeffrey has been in the financial services industry since June 25, 2003. Jeffrey holds a Series 6, 7, 9, 10, 63, and 66 license. Jeffrey is licensed in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Massachusetts, Missouri, Ohio, Tennessee, Texas, and Virginia. Jeffrey has experience with individuals, high net worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Asset allocation services
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
IN
07/11/2022 - Present
Ameriprise Financial Services, LLC (Jasper IN)
IN
04/30/2008 - 12/08/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (JASPER IN)
IN
01/09/2004 - 05/19/2008
FIFTH THIRD SECURITIES, INC. (JASPER IN)
MO
07/11/2003 - 12/18/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
04/08/2003 - 05/14/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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