Unclaimed
Jeffrey Steven Weglarz is a financial professional with over 10 years of experience in the financial services industry. Currently, Jeffrey is a registered representative with Goldstone Financial Group, LLC in Oakbrook Terrace, Illinois. Jeffrey's previous experience includes positions at World Equity Group, Inc. and Northwestern Mutual Investment Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/14/2018 - Present
Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)
IL
06/17/2008 - 05/02/2018
WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)
IL
03/05/2007 - 05/20/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
IL
10/09/2006 - 11/21/2006
FIRST INVESTORS CORPORATION (LOMBARD IL)
BOTH
Issued 03/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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