Jeffrey Schlotterbeck, financial advisor Tampa FL
93 score

Jeffrey Schlotterbeck

CRD Number: 4609555
Current Firm: Td Ameritrade, Inc.

Jeffrey Schlotterbeck (CRD# 4609555) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Td Waterhouse Investor Services, Inc. Tampa, FL Oct 2005 - Current 11
Charley's Steakhouse Tampa, FL Jun 2000 - Jun 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Jeffrey L. Schlotterbeck
Phone Number: (800) 669-3900
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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