Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kolodjski is a financial advisor at Great Valley Advisor Group, Inc.. Jeffrey has been in the financial services industry since 2008. Jeffrey is registered as a Registered Representative and an Investment Advisor Representative in Minnesota and Wisconsin. Jeffrey is licensed to sell securities in the following states: Arizona, Colorado, Florida, Indiana, Minnesota, North Carolina, South Carolina and Wisconsin. Jeffrey specializes in portfolio management for businesses and individuals, financial planning, 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.
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.
Consulting services
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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DE
12/23/2021 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
MN
11/25/2008 - 04/12/2012
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
BC
Issued 12/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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