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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 Frank Jeznach is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Fidelity Personal And Workplace Advisors and has a strong background in portfolio management for both individuals and businesses. Jeffrey has a wide range of experience, having previously worked at Invest Financial Corporation and IDS Marketing Corporation. Jeffrey is dedicated to providing his clients with personalized financial advice and guidance. He is committed to helping his clients achieve their financial goals, and he provides a variety of services, including financial planning, educational seminars, and selection of other advisors. Jeffrey is passionate about helping people achieve their financial goals, and he is committed to providing his clients with the highest level of service.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
WI
11/26/1986 - 06/21/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/26/1986 - 12/06/1986
IDS MARKETING CORPORATION
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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