Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vistica is a financial professional with over 20 years of experience in the financial services industry. Jeffrey is a Registered Representative and Investment Advisor Representative with Vistica Wealth Advisors, LLC, a firm he joined in 2008. Before that, Jeffrey worked for several other financial firms including Genworth Financial Securities Corporation, Capital Brokerage Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Jeffrey earned the Series 7 and Series 66 securities licenses and holds the Certified Financial Planner and Chartered Financial Consultant designations. Jeffrey specializes in providing financial planning services to individuals, high-net-worth individuals, families, and charitable organizations.
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.
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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CA
12/17/2014 - Present
Vistica Wealth Advisors, LLC (CARLSBAD CA)
CA
01/01/2004 - 02/17/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (CARLSBAD CA)
VA
03/06/2002 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
04/20/2001 - 02/14/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/2001 - 02/14/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
01/12/2001 - 04/05/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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