Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stanich is an investment advisor representative at Annex Wealth Management, LLC. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional, registered to provide investment advice in Illinois and Wisconsin. Jeffrey holds Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Jeffrey has prior experience with AUSDAL FINANCIAL PARTNERS, INC., and Northwestern Mutual Investment Services, LLC. Jeffrey's previous experience is with Ronin Capital and Northwestern Mutual Life Insurance Company.
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.
Consultation for a fee
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
WI
07/30/2020 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
IL
10/15/2019 - 01/02/2020
AUSDAL FINANCIAL PARTNERS, INC. (DEERFIELD IL)
WI
05/16/2018 - 09/18/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 12/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Stanich is the right advisor for you? Invested Better is here to help.
