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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Rozovics is a financial advisor with Avantax Advisory Services, a firm with a focus on providing financial planning and investment management services. Jeffery is a Certified Financial Planner™ professional and has been in the industry since 2002. Jeffery holds Series 6, 63, and 65 licenses. He provides services to individuals, high-net-worth individuals, and businesses. Jeffery is committed to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/18/2020 - Present
Avantax Advisory Services (DALLAS TX)
IL
09/27/2002 - 02/21/2020
CETERA FINANCIAL SPECIALISTS LLC (PARK RIDGE IL)
IA
Issued 07/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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