Unclaimed
Jeffrey Ludka is an Investment Advisor Representative associated with Essex Financial Services, Inc. Jeffrey is licensed in Connecticut and holds the Series 65 license. Jeffrey has been in the financial services industry for over a decade. Jeffrey is also an Insurance Agent for Essex Financial Services, Inc. Jeffrey's background includes experience with Pensacola Christian College, Seaport RV Resort and Campground, The Wilds of New England and Johnson Brunetti.
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.
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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CT
01/09/2024 - Present
Essex Financial Services, Inc. (ESSEX CT)
IA
Issued 02/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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