Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lawrence Zupancic is an Investment Advisor Representative at Independent Wealth Network, Inc. Jeffrey Zupancic has been in the industry since June of 1994 and is currently registered with the state of Iowa. Jeffrey has experience in Financial Planning and Portfolio Management. Jeffrey has worked at several firms before joining Independent Wealth Network, Inc. in 2017, and is experienced in providing Financial Planning to both individuals and business clients.
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.
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.
1
2
AZ
01/29/2024 - Present
Independent Wealth Network, Inc. (Phoenix AZ)
AZ
03/12/2021 - 12/31/2023
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Phoenix AZ)
AZ
08/24/2017 - 02/20/2020
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Phoenix AZ)
AZ
10/31/2013 - 09/29/2017
BROKER DEALER FINANCIAL SERVICES CORP. (PHOENIX AZ)
AZ
05/28/2004 - 11/05/2013
CENTAURUS FINANCIAL, INC. (PHOENIX AZ)
NV
09/23/2003 - 06/02/2004
FINANCIAL WEST GROUP (RENO NV)
MA
09/17/1999 - 07/11/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/17/1999 - 07/11/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/01/1994 - 09/01/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/01/1994 - 09/01/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jeffrey Zupancic is the right advisor for you? Invested Better is here to help.
