Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniel Torok is an investment advisor representative for Raymond James Financial Services Advisors, Inc. Jeffrey has been working in the financial services industry since August 2015. Jeffrey is registered with the states of Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Mississippi, New Mexico, Ohio, Oregon, Tennessee, Texas, and Wisconsin. Jeffrey holds the following securities licenses: Series 6, Series 7, Series 63, and Series 66. Jeffrey also holds the Securities Industry Essentials (SIE) exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
08/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Munster IN)
IN
08/09/2016 - 08/04/2023
EDWARD JONES (MUNSTER IN)
IN
02/06/2015 - 02/03/2016
J.P. MORGAN SECURITIES LLC (ST. JOHN IN)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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