Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steven Grushka is a financial professional with over 40 years of experience in the industry. Currently, Jeffrey Grushka is a registered representative with LPL Financial LLC in Altamonte Springs, FL. Previously, Jeffrey Grushka has been affiliated with Avantax Investment Services, Inc., AXA Advisors, LLC, PROEQUITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, METLIFE SECURITIES INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., and THE O.N. EQUITY SALES COMPANY. Jeffrey Grushka holds Series 6, Series 22, Series 63 and SIE licenses and is registered in several states including Florida, California, Massachusetts, and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/24/2023 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
FL
02/12/2018 - 11/01/2023
AVANTAX INVESTMENT SERVICES, INC. (Altamonte Springs FL)
FL
10/05/2016 - 01/08/2018
AXA ADVISORS, LLC (ORLANDO FL)
FL
01/31/2014 - 10/13/2016
PROEQUITIES, INC. (MAITLAND FL)
FL
05/02/2011 - 12/06/2013
PRINCOR FINANCIAL SERVICES CORPORATION (MAITLAND FL)
FL
01/14/2009 - 05/06/2011
METLIFE SECURITIES INC. (MAITLAND FL)
FL
12/01/2006 - 01/06/2009
QUESTAR CAPITAL CORPORATION (LONGWOOD FL)
FL
03/15/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (ALTAMONTE SPRINGS FL)
OH
09/21/1981 - 02/16/2006
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 02/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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