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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 Martin Kusek is a financial advisor with Raymond James & Associates, Inc. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is a Series 7, Series 63, and Series 66 licensed professional. Jeffrey is a registered representative in the state of Florida and has a history of working with individuals, high net worth individuals, corporations and other businesses, pension and profit sharing plans, state and municipal government entities, and insurance companies.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/24/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
ME
01/13/2015 - 10/12/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MN
01/02/2009 - 05/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/22/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
PA
10/07/2002 - 04/25/2007
GARTMORE DISTRIBUTION SERVICES, INC. (WEST CONSHOHOCKEN PA)
OH
09/15/1999 - 06/28/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NY
01/25/1995 - 05/21/1999
PRINCETON FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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