Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Szulczewski is a financial advisor with over 27 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC and has a broad range of experience in investment management, financial planning, and insurance. Jeffrey has held previous positions at Grove Point Investments, LLC, QA3 Financial Corp., United Securities Alliance, Inc., WMA Securities, Inc. and Intersecurities, Inc. Jeffrey is dedicated to helping clients achieve their financial goals and has the knowledge and experience to provide customized financial advice.
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
CA
10/26/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
WI
02/23/2011 - 10/27/2021
GROVE POINT INVESTMENTS, LLC (PLEASANT PRAIRIE WI)
WI
03/07/2007 - 02/11/2011
QA3 FINANCIAL CORP. (PLEASANT PRAIRIE WI)
WI
01/23/2001 - 02/28/2007
UNITED SECURITIES ALLIANCE, INC. (BRISTOL WI)
GA
06/06/1994 - 01/17/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
01/21/1994 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 08/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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