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JS

Jeffrey M. Schlitt

SCHLITT INVESTOR SERVICES
Vero Beach, FL 32960
Some features on this profile are disabled
CRD#: 4126256
JS

Professional summary

Jeffrey Michael Schlitt, CFP® is a registered financial professional currently at SCHLITT INVESTOR SERVICES, INC. located in Vero Beach, Florida.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 1 firm and has passed the SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Michael Schlitt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

September 9, 2005 - Present

SCHLITT INVESTOR SERVICES, INC.

Office #1: 1717 Indian River Blvd #300, Vero Beach, FL 32960Office #2: 1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
BD
CRD#: 16071
Vero Beach, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/9/2005)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/4/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/2/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SI
SCHLITT INVESTOR SERVICES, INC.
SCHLITT INVESTOR SERVICES, INC.

CRD#: 16071 / SEC#: , 8-34202

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
Mailing Address
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
Phone number
(772) 567-1188
Established
Florida since 10/31/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SCHLITT, JEFFREY MICHAELVICE PRESIDENT/SECRETARY4126256
SCHLITT, ROBERT WILLIAM JRPRESIDENT/TREAS/CCO1403831

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHLITT INVESTOR SERVICES, INC.

CRD#: 16071Vero Beach, FL 32960

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