Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Czerwinski is a financial professional with over 30 years of experience in the industry. Jeffrey is currently registered with Eagle Strategies LLC in California, Tennessee and Texas. Jeffrey is also a registered investment advisor with the firm in California and Tennessee. Previously, Jeffrey was registered with INCOME NETWORK COMPANY in California. Jeffrey has passed the Series 7, Series 6, Series 63, Series 66 and SIE exams. Jeffrey has a long and diverse background in the financial services industry, working for many years with New York Life Insurance Company, and NYLIFE SECURITIES LLC. Jeffrey also owns and operates an independent insurance brokerage, AXIOM FINANCIAL & INSURANCE SOLUTIONS. Jeffrey's expertise includes Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for individuals.
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.
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2
CA
05/14/2012 - Present
Eagle Strategies LLC (TUSTIN CA)
CA
06/29/1990 - 06/05/1993
INCOME NETWORK COMPANY (IRVINE CA)
BOTH
Issued 08/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/1990
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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