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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 Kenneth Garnica is a financial advisor with over 20 years of experience in the industry. Jeffrey has worked with Valmark Advisers, Inc. since 2010. Jeffrey is a licensed investment advisor and has a Series 6, 7, 63, and 65. He is also a registered representative in multiple states. Jeffrey's areas of expertise include financial planning, portfolio management, and pension consulting. Jeffrey is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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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2
OH
01/26/2022 - Present
Valmark Advisers, Inc. (Kettering OH)
OH
01/28/2010 - 10/29/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (CINCINNATI OH)
OH
01/31/2006 - 11/24/2008
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
04/12/2005 - 01/11/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
08/23/2002 - 03/31/2005
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 02/08/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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