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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Boyanoski is a financial advisor with Vicus Capital, Inc. based in Lewisburg, PA. Jeffrey has over 20 years of experience in the financial services industry, having previously worked with Grant Williams L.P., Pershing LLC, and CSFBDIRECT, INC. Jeffrey is a Certified Financial Planner and holds several professional designations. He offers a variety of financial services including financial planning, portfolio management, and investment advisory services. Jeffrey specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations, and 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
PA
01/02/2020 - Present
Vicus Capital, Inc. (Lewisburg PA)
PA
03/09/2004 - 01/07/2020
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
NJ
07/01/2002 - 02/24/2004
PERSHING LLC (JERSEY CITY NJ)
NJ
09/03/1999 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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