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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 Zuanich is a financial advisor with Seia based in Los Angeles, CA. Jeffrey has been in the industry since 2007 and holds the Series 6, 7, 63, and 66 licenses. He has worked at various firms over the years, including OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC. Jeffrey is a licensed insurance advisor and provides financial planning, educational seminars, and selection of other advisors.
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.
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.
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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2
CA
04/13/2010 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (REDONDO BEACH CA)
CA
07/28/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
CA
11/16/2007 - 03/03/2009
CROWELL, WEEDON & CO. (CARLSBAD CA)
GA
09/26/2005 - 07/12/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 12/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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