Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Izsak is a financial advisor with over 29 years of experience in the financial services industry. Jeffrey has a proven track record of providing personalized financial advice to individuals, families, and businesses. Jeffrey holds the Series 7, Series 63, and Series 65 licenses and has worked at a number of prominent firms, including Cowen & Co., SG Cowen Securities Corporation, Morgan Stanley DW Inc., and Everen Securities, Inc. Currently, Jeffrey is a registered representative and financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey specializes in providing financial planning, investment management, and wealth management services.
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
OH
04/11/2012 - Present
Wells Fargo Clearing Services, LLC (PEPPER PIKE OH)
NY
09/12/2000 - 05/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/01/1998 - 10/06/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
11/30/1994 - 07/01/1998
COWEN & CO. (NEW YORK NY)
MO
03/19/1993 - 12/09/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 03/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1993
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
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