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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 Philip Zurek is a financial advisor in TAMPA, FL, and is registered with Raymond James & Associates, Inc. Jeffrey has been in the industry since 2005. Jeffrey Zurek is also registered with FINRA under Raymond James & Associates, Inc.. Jeffrey Zurek is a registered investment advisor representative with the following states: Florida and Texas. Jeffrey Zurek also has a Uniform Combined State Law Examination (Series 66) license. In addition to his FINRA registration, Jeffrey Zurek is also registered with the state of Florida as an investment advisor representative.
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
FL
06/15/2018 - Present
Raymond James & Associates, Inc. (TAMPA FL)
FL
01/30/2009 - 05/08/2018
UBS FINANCIAL SERVICES INC. (TAMPA FL)
FL
12/16/2008 - 02/02/2009
WACHOVIA SECURITIES, LLC (TAMPA FL)
FL
10/23/2006 - 07/23/2008
UVEST FINANCIAL SERVICES GROUP, INC. (TAMPA FL)
MO
10/06/2004 - 09/20/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 11/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
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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