Unclaimed
Jeffrey Michael Waszak is a financial professional with over 8 years of experience in the industry. Jeffrey is currently registered with CCO Capital, LLC in Phoenix, Arizona. Prior to joining CCO Capital, LLC, Jeffrey worked at Inland Securities Corporation in Oak Brook, Illinois. Jeffrey holds the Series 7, Series 63, and SIE exams. Jeffrey is registered in Arizona, California, Illinois, Indiana, Kentucky, Michigan, Minnesota, Ohio and West Virginia.
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
AZ
09/26/2023 - Present
CCO Capital, LLC (PHOENIX AZ)
IL
10/24/2014 - 09/07/2023
INLAND SECURITIES CORPORATION (OAK BROOK IL)
BC
Issued 11/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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