Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Rovnak is an investment advisor representative with Signal Tree Financial Partners LLC. Jeff has been in the industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals. Jeff is also a Certified Financial Planner. Jeff provides financial planning, selection of other advisors, and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
OH
01/11/2021 - Present
Signal Tree Financial Partners LLC (COPLEY OH)
OH
01/26/2015 - 12/16/2015
VALMARK SECURITIES, INC. (AKRON OH)
OH
02/06/2009 - 01/06/2015
WELLS FARGO ADVISORS, LLC (AKRON OH)
OH
04/02/2007 - 02/09/2009
MORGAN STANLEY & CO. INCORPORATED (AKRON OH)
OH
08/17/1999 - 04/02/2007
MORGAN STANLEY DW INC. (AKRON OH)
BOTH
Issued 09/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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