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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 Budzinski is a financial advisor with Avantax Advisory Services. Jeffrey has been in the financial services industry since 1999 and is registered to offer securities and investment advisory services in 22 states. Jeffrey is also a managing director at Lumsden & McCormick Financial, LLC, a firm that provides a variety of financial services. Jeffrey has a wide range of experience in the financial services industry, including investment advisory, insurance, and financial planning. Jeffrey is committed to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/30/2024 - Present
Avantax Advisory Services (DALLAS TX)
NY
12/03/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BUFFALO NY)
NY
06/07/2005 - 11/28/2007
MML INVESTORS SERVICES, INC. (BUFFALO NY)
NY
06/01/2005 - 06/02/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/15/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
09/22/1999 - 06/11/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/22/1999 - 06/11/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
03/11/1998 - 10/16/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/11/1998 - 10/16/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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