Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Medvedik is an investment advisor representative at Financial Services of America Advisors. Jeffrey has been working in the financial services industry since 1992. He is licensed in multiple states including Florida, Georgia, Iowa, and Michigan. Jeffrey holds a Series 6, Series 63, Series 65, and SIE licenses. Jeffrey also provides financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
Selection of other advisor fees
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2
MI
01/09/2025 - Present
Financial Services OF America Advisors (TROY MI)
MI
04/23/2007 - 12/15/2022
INDEPENDENCE CAPITAL CO., INC. (WARREN MI)
MN
11/08/2002 - 12/08/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
AZ
01/01/2002 - 09/26/2002
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IL
08/26/1997 - 01/01/2002
IAC SECURITIES, INC. (TINLEY PARK IL)
FL
04/06/1992 - 08/25/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MN
01/09/1992 - 04/28/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
10/21/1987 - 12/30/1988
MARINER FINANCIAL SERVICES, INC.
IA
Issued 03/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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