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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 Joseph Closz is a Registered Investment Advisor Representative with Vicus Capital, Inc. located in State College, PA. Jeffery has been in the financial services industry since September 30, 2003. Jeffery has passed the Series 63, 7, 55 and SIE exams. Prior to joining Vicus Capital, Inc., Jeffery was previously affiliated with Lincoln Investment, Hold Brothers On-Line Investment Services L.L.C. and Skeffington Securities, L.L.C. The firm specializes in providing portfolio management for individuals, financial planning, and pension consulting services. They offer services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and other businesses. Vicus Capital, Inc., is a fee-based firm. They charge hourly fees and a percentage of assets under management. Jeffery is also a registered representative for Cetera Advisor Networks, LLC.
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.
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.
1
2
PA
11/13/2013 - Present
Vicus Capital, Inc. (STATE COLLEGE PA)
PA
02/24/2009 - 12/01/2011
LINCOLN INVESTMENT (CATAWISSA PA)
NJ
08/01/2002 - 05/11/2007
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
NJ
04/25/2002 - 08/01/2002
SKEFFINGTON SECURITIES, L.L.C. (JERSEY CITY NJ)
NY
01/05/2000 - 04/25/2002
HOLD BROTHERS ON-LINE INVESTMENT SERVICES INC. (NEW YORK NY)
IA
Issued 06/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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