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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 John Petronack is a financial advisor with over 16 years of experience in the industry. Jeffrey is registered with LPL Financial LLC and has a Series 63, 65, and 66 license, along with a Series 8 license. Jeffrey also has a SIE license. Jeffrey's previous experience includes working with CUNA Brokerage Services, Inc., Allianz Life Financial Services, LLC, and Morgan Stanley Smith Barney. Jeffrey is a Certified Financial Planner and has held licenses for several years. Jeffrey is currently registered in Minnesota and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
MN
09/28/2022 - Present
LPL Financial LLC (MINNEAPOLIS MN)
MN
06/12/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (APPLE VALLEY MN)
MN
05/09/2012 - 01/13/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
06/21/2010 - 06/30/2011
MORGAN STANLEY SMITH BARNEY (MINNEAPOLIS MN)
NE
04/07/2000 - 03/09/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NE
04/03/1996 - 10/14/1999
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 06/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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