linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Jude Sheftic

Osaic FS, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Jude Sheftic

Jeffrey Jude Sheftic is a financial professional with over 30 years of experience in the financial services industry. Jeffrey currently works with Osaic FS, Inc. and Osaic FA, Inc. Jeffrey is a Series 7, 24, 52, 53, 63, 99TO, and SIE licensed advisor, and holds a Series 27 license as a Principal.

Firm Information

Jeffrey Sheftic is currently registered with Osaic FS, Inc.. Osaic FS, Inc. is a Corporation that was formed on January 21, 1969. The firm is headquartered in FORT WAYNE, IN, United States. Osaic FS, Inc. is a registered investment advisor with the SEC and in 53 states. The firm has approximately 655 registered representatives and 371 investment advisor representatives. The firm manages approximately $4,483,164,358 in assets, including $1,240,351,270 in discretionary assets. The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base includes individuals, corporations, and retirement plans.
Osaic FS, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$4.48B

Assets Under Management

300

Total Clients

311

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan consulting services provided on limited basis.

Retirement plan consulting services provided on limited basis.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Sheftic’s Registration & Firm History

PA

09/11/2018 - Present

Osaic FS, Inc. (RADNOR PA)

DE

10/05/2016 - 08/13/2018

CAPITAL ONE INVESTING, LLC (Wilmington DE)

NJ

08/22/2012 - 06/15/2015

PRUCO SECURITIES, LLC. (ISELIN NJ)

NJ

06/23/2006 - 04/25/2012

CHARLES SCHWAB & CO., INC. (JERSEY CITY NJ)

NY

02/29/2000 - 04/18/2006

ADP CLEARING & OUTSOURCING SERVICES, INC. (NEW YORK NY)

NY

08/06/1998 - 03/07/2000

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

MA

04/27/1994 - 07/27/1998

NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)

WI

11/12/1990 - 01/26/1994

KEMPER CLEARING CORP. (MILWAUKEE WI)

Not sure if Jeffrey Jude Sheftic is right for you?

Licenses & Designations

BC

Issued 11/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2015

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/29/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/24/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Jude Sheftic.
Not sure if Jeffrey Jude Sheftic is right for you?