Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schwarck is a financial professional with over 45 years of experience in the financial services industry. Jeffrey is registered with Avantax Investment Services, Inc. in Iowa and 15 other states. Jeffrey has a wide range of experience and expertise, holding licenses for Series 63, Series 7, Series 1, and the Securities Industry Essentials Examination (SIE). Jeffrey is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
IA
04/01/2002 - Present
Avantax Investment Services, Inc. (GRINNELL IA)
MN
09/08/1980 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NA
06/09/1978 - 09/25/1980
EDWARD D. JONES & CO., L.P.
NA
04/07/1975 - 07/12/1978
IDS LIFE INSURANCE COMPANY
NA
04/07/1975 - 07/12/1978
IDS MARKETING CORPORATION
NA
04/07/1975 - 07/12/1978
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 04/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Schwarck is the right advisor for you? Invested Better is here to help.
