Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Fritsch is a financial advisor with over 17 years of experience in the industry. He has a strong background in securities and investments, having worked at various financial institutions, including Credit Suisse Securities (USA) LLC and FIS Brokerage & Securities Services LLC. Jeffrey is licensed to sell securities in Illinois. He holds the Series 7, Series 24, Series 63, SIE, and Series 99TO licenses. He is currently registered with FIS Brokerage & Securities Services LLC in Bolingbrook, Illinois.
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.
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.
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2
IL
08/07/2023 - Present
FIS Brokerage & Securities Services LLC (BOLINGBROOK IL)
NY
07/19/2019 - 08/05/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IL
01/02/2014 - 06/04/2019
FIS BROKERAGE & SECURITIES SERVICES LLC (GENEVA IL)
IL
03/30/2007 - 12/31/2013
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
IL
10/04/2006 - 03/20/2007
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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