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 Porasik is a financial advisor currently registered with Raymond James & Associates, Inc. Jeffrey has been working in the securities industry since January 18, 1988. Jeffrey holds a Series 63, 66, and 7 license. Jeffrey is also registered with the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin. In addition to Raymond James & Associates, Inc., Jeffrey was previously registered with WELLS FARGO CLEARING SERVICES, LLC, RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED, INVEST FINANCIAL CORPORATION, and THE MILWAUKEE 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.
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
WI
04/06/2018 - Present
Raymond James & Associates, Inc. (Racine WI)
WI
01/24/2003 - 04/12/2018
WELLS FARGO CLEARING SERVICES, LLC (RACINE WI)
NY
03/02/1998 - 02/05/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
10/04/1991 - 03/02/1998
DAIN RAUSCHER INCORPORATED
WI
08/23/1988 - 10/09/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
01/19/1988 - 08/30/1988
THE MILWAUKEE COMPANY
BOTH
Issued 10/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
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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