Unclaimed
Jeffrey Anthony Wyrwa is a Registered Representative, Investment Adviser Representative, and Investment Adviser Representative. He is a representative of Buckman Advisory Group LLC and has been in the industry since September 3, 2007. Jeffrey holds Series 7, Series 63, and Series 65 licenses and has completed the Securities Industry Essentials Examination (SIE). He is also a Chartered Financial Consultant (ChFC). Jeffrey has experience working with high-net-worth individuals, corporations, and charitable organizations. Buckman Advisory Group LLC is a fee-only advisory firm with offices in Little Silver, New Jersey. The firm provides financial planning, portfolio management, and other advisory services to a variety of clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
04/04/2013 - Present
Buckman Advisory Group LLC (LITTLE SILVER NJ)
IA
Issued 09/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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