Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Michael Waszak

CCO Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Michael Waszak

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.

Firm Information

Jeffrey Waszak is currently registered with CCO Capital, LLC. CCO Capital, LLC is a Limited Liability Company formed in February 2018. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Waszak’s Registration & Firm History

AZ

09/26/2023 - Present

CCO Capital, LLC (PHOENIX AZ)

IL

10/24/2014 - 09/07/2023

INLAND SECURITIES CORPORATION (OAK BROOK IL)

Not sure if Jeffrey Michael Waszak is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Waszak.
Not sure if Jeffrey Michael Waszak is right for you?