Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Lesniewicz is a financial advisor registered with Raymond James Financial Services Advisors, Inc. located in Downers Grove, IL. Jeff has been in the financial services industry since 2007 and has held prior registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Jeff is licensed to provide investment advice in 17 states. Jeff is a member of the Financial Industry Regulatory Authority (FINRA), and holds the Series 7 and Series 66 licenses. Jeff also coaches Varsity Football for Hinsdaled Central Distric 86 in Hinsdale, IL.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
02/09/2022 - Present
Raymond James Financial Services Advisors, Inc. (Downers Grove IL)
IL
06/22/2012 - 09/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
IL
03/12/2010 - 06/28/2012
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
01/01/2008 - 03/15/2010
WELLS FARGO ADVISORS, LLC (OAK BROOK IL)
IL
10/09/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OAKBROOK TERRACE IL)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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