Jennifer L. Schuette
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer Lynn Schuette, who also goes by Jennifer Lynn Pattavina, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2001. Jennifer had worked at 4 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 11, 2017 - July 2, 2024
PORTFOLIO DESIGN ADVISORS, INC.
August 16, 2012 - December 31, 2016
PORTFOLIO DESIGN ADVISORS, INC.
August 15, 2006 - December 31, 2025
GENEOS WEALTH MANAGEMENT, INC.
August 14, 2006 - December 31, 2025
GENEOS WEALTH MANAGEMENT, INC.
June 6, 2005 - July 12, 2006
UNITED SECURITIES ALLIANCE, INC.
June 3, 2003 - July 12, 2006
UNITED SECURITIES ALLIANCE, INC.
October 22, 2001 - September 26, 2002
KESTRA INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
PORTFOLIO DESIGN ADVISORS, INC.
CRD#: 137789 / SEC#: 801-64971
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 38,926,073 |
Red Flags
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