Jeffrey A. Schreiner
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.
Jeffrey Allan Schreiner was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2000. Jeffrey had worked at 9 firms and has passed the Series 65, Series 66, SIE, Series 87, Series 86, Series 31, Series 7 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
March 2, 2020 - October 9, 2020
TESTAMENT CAPITAL, LLC
August 20, 2012 - January 14, 2015
FELTL & COMPANY
April 4, 2008 - August 14, 2012
CAPSTONE INVESTMENTS
November 16, 2005 - February 1, 2008
BROADPOINT AMTECH, INC.
June 13, 2005 - November 3, 2005
FIRST ALLIED SECURITIES, INC.
June 9, 2003 - August 8, 2006
MS CAPITAL MANAGEMENT, L.L.C.
May 6, 2003 - June 13, 2005
ROUND HILL SECURITIES, INC.
September 6, 2002 - May 28, 2003
FFEC WEALTH PARTNERS LLC
November 13, 2000 - September 13, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Exams
Current Firm
TESTAMENT CAPITAL, LLC
CRD#: 306698 / SEC#:
Contact information
Red Flags
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