Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Robert Kruszka is a financial advisor registered with Wealth Advisors Network, Inc. and has been active in the financial industry since January 18, 2022. Jeffery Robert Kruszka is registered with the state of New York. The advisor specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm also offers financial planning and selection of other advisors 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.
Referral fees from third party money manager
1
2
NY
06/29/2022 - Present
Wealth Advisors Network, Inc. (Buffalo NY)
BOTH
Issued 06/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeffery Kruszka is the right advisor for you? Invested Better is here to help.
