Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Jon Fruchtenicht is a financial advisor who has been in the industry since 1991. Jeffry is currently registered with United Planners' Financial Services of America A Limited Partner in Independence, Iowa. Jeffry also has experience with several other firms, including Harbour Investments, Inc. in Independence, Iowa, SII Investments, Inc. in Appleton, Wisconsin, Investment Centers of America, Inc. in Appleton, Wisconsin, Sunamerica Securities, Inc. in Phoenix, Arizona and Anchor National Financial Services, Inc. Jeffry holds Series 63, 65, 7, 24 and 4 licenses as well as the SIE. Jeffry also holds the Certified Financial Planner designation. Jeffry provides financial planning and portfolio management services to individuals, charitable organizations, pension and profit sharing plans and corporations or other businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial 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.
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
IA
08/26/2014 - Present
United Planners' Financial Services OF America A Limited Partner (INDEPENDENCE IA)
IA
03/12/1999 - 12/10/2013
HARBOUR INVESTMENTS, INC. (INDEPENDENCE IA)
WI
02/23/1998 - 03/12/1999
SII INVESTMENTS, INC. (APPLETON WI)
WI
07/27/1994 - 02/26/1998
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
AZ
05/19/1992 - 07/27/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/15/1992 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MN
12/05/1990 - 12/09/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/05/1990 - 12/09/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/29/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffry Fruchtenicht is the right advisor for you? Invested Better is here to help.
