Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thaddeus Nowak is a registered representative with Cambridge Investment Research Advisors, Inc. located in Virginia Beach, VA. Jeffrey has been in the industry since February 15, 2008 and has experience working with various financial firms including Lincoln Investment, AXA Advisors, LLC, Raymond James Financial Services, Inc., and Towne Bank. Jeffrey has a Series 66, Series 7 and SIE license and is registered to provide investment advice in Alabama, Colorado, Illinois, Missouri, North Carolina and Virginia.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
10/10/2024 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
NC
07/31/2014 - 08/07/2015
LINCOLN INVESTMENT (GREENVILLE NC)
NC
11/15/2007 - 08/12/2014
AXA ADVISORS, LLC (GREENVILLE NC)
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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