Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Cygan is a financial advisor with Northwest Asset Management, with experience in the financial services industry since 1996. He is also associated with Charles Schwab & Co., Inc. and currently holds active licenses as an Investment Advisor Representative in Washington. Jeffrey has held various positions in the financial services industry, including roles at Charles Schwab & Co., Inc., and Northwest Asset Management. His background includes experience in financial planning, portfolio management for individuals, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
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WA
07/23/2021 - Present
Northwest Asset Management (REDMOND WA)
WA
04/09/1996 - 12/04/2019
CHARLES SCHWAB & CO., INC. (Bellevue WA)
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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