Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Adam Strzelczyk is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeffrey has been a registered financial advisor for over 35 years. His professional experience includes roles at various reputable firms like UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Morgan Stanley. Jeffrey holds Series 3, 7, 8, 9, 10, 63 and 65 licenses, along with several state registrations. Jeffrey is a well-established financial advisor with a wide range of experience serving a diverse clientele.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MD
02/15/2017 - Present
Wells Fargo Clearing Services, LLC (HUNT VALLEY MD)
MD
06/01/2009 - 10/14/2015
MORGAN STANLEY (HUNT VALLEY MD)
MD
09/15/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
08/25/1993 - 09/29/2008
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
MD
09/11/1992 - 08/26/1993
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
08/25/1988 - 09/21/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Strzelczyk is the right advisor for you? Invested Better is here to help.
